HEONX Mutual Fund

HEONX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
-3.13%
3 Months
-8.44%
6 Months
+7.21%
YTD
+6.97%
1 Year
+10.90%
3 Years (annualized)
+12.52%
5 Years (annualized)
+4.24%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEONX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+9.29%
vs Peers
-2.32%

HEONX Mutual Fund Performance

HEONX performance across multiple time periods: 1-month -3.13%, YTD 6.97%, 1-year 10.90%, 3-year 12.52%, 5-year 4.24%, 10-year 9.89%.

HEONX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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