HEFA ETF Analysis: Currency Hedged EAFE | BATS

Foreign Large Blend | BATS, USA | Market Cap: 7.433m USD | 12M Return: 27.6% | Charts, Fundamentals & Technical Analysis

International Equities, Developed Markets, Currency Hedging, EAFE Region
Total Rating 72
Safety 53
Buy Signal 0.26
Foreign Large Blend
Category Rotation: -1.1
TER: 0.35%
AUM: 7.43B
Avg Turnover: 22.8M
Risk 3d forecast
Volatility11.3%
VaR 5th Pctl2.09%
VaR vs Median2.50%
Reward TTM
Sharpe Ratio1.56
Rel. Str. IBD63.5
Rel. Str. Peer Group96.3
Character TTM
Beta0.637
Beta Downside0.641
Hurst Exponent0.530
Drawdowns 3y
Max DD14.28%
CAGR/Max DD1.31
CAGR/Mean DD11.63

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.4% 16
Feb +0.3% 13
Mar +0.6% 14
Apr +0.4% 0
May +0.5% 18
Jun -0.5% 26
Jul -0.4% 6
Aug -1.1% 22
Sep -1.9% 14
Oct -0.0% 5
Nov +0.3% 19
Dec -0.2% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: HEFA Currency Hedged EAFE

HEFA is an exchange-traded fund that invests at least 80% of its assets in the component securities of its underlying index and instruments with substantially identical economic characteristics. The underlying index is composed of large- and mid-capitalization equities from Europe, Australasia, and the Far East (EAFE), while incorporating a currency hedging strategy that mitigates exposure to fluctuations between local component currencies and the U.S. dollar. The fund is classified as a Foreign Large Blend ETF and was launched on January 31, 2014, trading on the BATS exchange in the United States.

Headlines to Watch Out For
  • USD weakness boosts currency hedged EAFE returns
  • European and Japanese equities rally lifts underlying holdings
  • Currency hedging costs rise on widening interest rate differentials
What is the price of HEFA shares?

As of July 28, 2026, the stock is trading at USD 46.50 with a total of 532,110 shares traded. Over the past week, the price has changed by +1.88%, over one month by +1.07%, over three months by +7.51% and over the past year by +27.64%.

Current recommended Stop Loss: 45.60 (which is 1.9% or 1.7 ATR below the current price).

Is HEFA a buy, sell or hold?

Currency Hedged EAFE has no consensus analysts rating.