HEQFX Mutual Fund

HEQFX Mutual Fund

NAV$5.08
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Returns Overview

1 Month
-6.05%
3 Months
-3.86%
6 Months
+3.62%
YTD
+5.39%
1 Year
+7.84%
3 Years (annualized)
+12.47%
5 Years (annualized)
+8.18%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HEQFX 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
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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)
+5.39%
Peer Avg (YTD)
+6.72%
vs Peers
-1.34%

HEQFX Mutual Fund Performance

HEQFX performance across multiple time periods: 1-month -6.05%, YTD 5.39%, 1-year 7.84%, 3-year 12.47%, 5-year 8.18%, 10-year 9.58%.

HEQFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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