HEORX Mutual Fund

HEORX Mutual Fund

NAV$19.40
See how much of HEORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.11%
3 Months
-8.44%
6 Months
+7.28%
YTD
+7.22%
1 Year
+11.33%
3 Years (annualized)
+13.06%
5 Years (annualized)
+4.79%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEORX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+9.29%
vs Peers
-2.07%

HEORX Mutual Fund Performance

HEORX performance across multiple time periods: 1-month -3.11%, YTD 7.22%, 1-year 11.33%, 3-year 13.06%, 5-year 4.79%, 10-year 10.49%.

HEORX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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