HEOYX Mutual Fund

HEOYX Mutual Fund

NAV$19.75
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Returns Overview

1 Month
-3.11%
3 Months
-8.31%
6 Months
+7.61%
YTD
+7.73%
1 Year
+12.02%
3 Years (annualized)
+13.79%
5 Years (annualized)
+5.42%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEOYX 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)
+7.73%
Peer Avg (YTD)
+9.29%
vs Peers
-1.56%

HEOYX Mutual Fund Performance

HEOYX performance across multiple time periods: 1-month -3.11%, YTD 7.73%, 1-year 12.02%, 3-year 13.79%, 5-year 5.42%, 10-year 10.86%.

HEOYX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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