HREOX Mutual Fund

HREOX Mutual Fund

NAV$13.92
See how much of HREOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.34%
3 Months
-18.56%
6 Months
+24.62%
YTD
+36.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HREOX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+36.18%
Peer Avg (YTD)
+9.98%
vs Peers
+26.20%

HREOX Mutual Fund Performance

HREOX performance across multiple time periods: 1-month 0.34%, YTD 36.18%.

HREOX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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