| HEFA | |
|---|---|
| Total return | +229.0% |
| Annualised (CAGR) | +12.6% |
| Volatility (annualised) | +11.9% |
| Sharpe (rf = 0) | 1.07 |
| Deepest drawdown | -32.4% |
| Drawdown peak → trough | 2020-02-12 → 2020-03-16 |
Over the 10.0 years to 2026-09-21 the fund returned +229.0% in total (+12.6% a year), with a deepest drawdown of -32.4% from 2020-02-12 to 2020-03-16. Its worst calendar year was 2018 (-9.3%), its best 2019 (+27.5%).
| Year | HEFA |
|---|---|
| 2026 | +15.2% |
| 2025 | +24.5% |
| 2024 | +13.7% |
| 2023 | +20.3% |
| 2022 | -4.8% |
| 2021 | +19.6% |
| 2020 | +2.1% |
| 2019 | +27.5% |
| 2018 | -9.3% |
| 2017 | +16.7% |
| 2016 | +6.8% |
It does not say HEFA is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -32.4% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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