MHELX Mutual Fund

MHELX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-4.12%
3 Months
-7.30%
6 Months
+9.04%
YTD
+12.85%
1 Year
+16.72%
3 Years (annualized)
+16.46%
5 Years (annualized)
+6.52%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHELX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.85%
Peer Avg (YTD)
+6.10%
vs Peers
+6.75%

MHELX Mutual Fund Performance

MHELX performance across multiple time periods: 1-month -4.12%, YTD 12.85%, 1-year 16.72%, 3-year 16.46%, 5-year 6.52%, 10-year 9.74%.

MHELX returns outperform the peer average of 6.10% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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