HFETX Mutual Fund

HFETX Mutual Fund

NAV$60.28
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Returns Overview

1 Month
-6.04%
3 Months
-7.00%
6 Months
+5.95%
YTD
-1.82%
1 Year
+4.49%
3 Years (annualized)
+17.71%
5 Years (annualized)
+8.52%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFETX 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)
-1.82%
Peer Avg (YTD)
+6.09%
vs Peers
-7.91%

HFETX Mutual Fund Performance

HFETX performance across multiple time periods: 1-month -6.04%, YTD -1.82%, 1-year 4.49%, 3-year 17.71%, 5-year 8.52%, 10-year 9.04%.

HFETX returns trail the peer average of 6.09% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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