HFESX Mutual Fund

HFESX Mutual Fund

NAV$57.49
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Returns Overview

1 Month
-6.05%
3 Months
-7.03%
6 Months
+5.85%
YTD
-1.94%
1 Year
+4.32%
3 Years (annualized)
+17.50%
5 Years (annualized)
+8.41%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFESX 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)
-1.94%
Peer Avg (YTD)
+6.09%
vs Peers
-8.03%

HFESX Mutual Fund Performance

HFESX performance across multiple time periods: 1-month -6.05%, YTD -1.94%, 1-year 4.32%, 3-year 17.50%, 5-year 8.41%, 10-year 8.98%.

HFESX returns trail the peer average of 6.09% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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