HFECX Mutual Fund

HFECX Mutual Fund

NAV$57.41
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Returns Overview

1 Month
-6.10%
3 Months
-7.19%
6 Months
+5.50%
YTD
-2.40%
1 Year
+3.05%
3 Years (annualized)
+15.89%
5 Years (annualized)
+6.91%
10 Years (annualized)
+7.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFECX 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 Europe Index(^MSCIEI)
This Mutual Fund (YTD)
-2.40%
Peer Avg (YTD)
+6.09%
vs Peers
-8.49%

HFECX Mutual Fund Performance

HFECX performance across multiple time periods: 1-month -6.10%, YTD -2.40%, 1-year 3.05%, 3-year 15.89%, 5-year 6.91%, 10-year 7.46%.

HFECX returns trail the peer average of 6.09% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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