HERFX Mutual Fund

HERFX Mutual Fund

NAV$14.84
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Returns Overview

1 Month
-0.26%
3 Months
-1.63%
6 Months
+18.65%
YTD
+22.80%
1 Year
+29.75%
3 Years (annualized)
+25.26%
5 Years (annualized)
+10.39%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HERFX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.80%
Peer Avg (YTD)
+20.48%
vs Peers
+2.32%

HERFX Mutual Fund Performance

HERFX performance across multiple time periods: 1-month -0.26%, YTD 22.80%, 1-year 29.75%, 3-year 25.26%, 5-year 10.39%, 10-year 10.16%.

HERFX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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