HEIIX Mutual Fund

HEIIX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-2.85%
3 Months
-2.26%
6 Months
+4.30%
YTD
+4.83%
1 Year
+5.40%
3 Years (annualized)
+9.53%
5 Years (annualized)
+5.05%
10 Years (annualized)
+6.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEIIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+4.96%
vs Peers
-0.14%

HEIIX Mutual Fund Performance

HEIIX performance across multiple time periods: 1-month -2.85%, YTD 4.83%, 1-year 5.40%, 3-year 9.53%, 5-year 5.05%, 10-year 6.56%.

HEIIX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

HEIIX vs another fund shows side-by-side returns. HEIIX alternatives are available in the Mutual Fund Screener.