Cboe UK GBp

Harmony Energy Income Trust Ord (HEIT.XC)

49.90 -0.60 (-1.19%)
As of October 9 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -16.43%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return (Oct 8, 2024) 24.09%
Worst 1Y Total Return (Oct 8, 2024) --
Best 3Y Total Return 24.09%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HEIT.XC
Category
YTD
-16.43%
0.00%
1-Month
0.00%
0.00%
3-Month
-1.45%
0.00%
1-Year
-14.49%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
HEIT.XC
Category
2024
--
--
2023
1.62%
--
2022
24.09%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -8.26% -7.57% -1.45% --
2023 3.25% -3.57% -0.26% 2.33%
2022 2.09% 8.85% 6.77% 4.59%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -14.49%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -16.43%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Harmony Energy Advisors Limited
Net Assets 215.24M
YTD Return -16.43%
Yield 2.11%
Morningstar Rating --
Inception Date Nov 09, 2021

Fund Summary

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