MHESX Mutual Fund

MHESX Mutual Fund

NAV$7.08
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Returns Overview

1 Month
-2.61%
3 Months
-0.14%
6 Months
+8.07%
YTD
+11.00%
1 Year
+16.84%
3 Years (annualized)
+13.21%
5 Years (annualized)
+3.10%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MHESX 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 ACWI ex USA Investable Market Index(^MSCIACWIEUSINVMI)
This Mutual Fund (YTD)
+11.00%
Peer Avg (YTD)
+8.70%
vs Peers
+2.31%

MHESX Mutual Fund Performance

MHESX performance across multiple time periods: 1-month -2.61%, YTD 11.00%, 1-year 16.84%, 3-year 13.21%, 5-year 3.10%, 10-year 8.19%.

MHESX returns outperform the peer average of 8.70% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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