HEOTX Mutual Fund

HEOTX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
-3.13%
3 Months
-8.32%
6 Months
+7.58%
YTD
+7.70%
1 Year
+12.00%
3 Years (annualized)
+13.78%
5 Years (annualized)
+5.41%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOTX 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)
+7.70%
Peer Avg (YTD)
+9.29%
vs Peers
-1.59%

HEOTX Mutual Fund Performance

HEOTX performance across multiple time periods: 1-month -3.13%, YTD 7.70%, 1-year 12.00%, 3-year 13.78%, 5-year 5.41%, 10-year 10.82%.

HEOTX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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