HFADX Mutual Fund

HFADX Mutual Fund

NAV$7.52
See how much of HFADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.22%
3 Months
-0.65%
6 Months
-0.49%
YTD
+0.01%
1 Year
+1.93%
3 Years (annualized)
+4.30%
5 Years (annualized)
-1.23%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFADX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Credit Index Hedged USD(^BBGACRIUSH)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.20%
vs Peers
-0.19%

HFADX Mutual Fund Performance

HFADX performance across multiple time periods: 1-month 0.22%, YTD 0.01%, 1-year 1.93%, 3-year 4.30%, 5-year -1.23%, 10-year 1.93%.

HFADX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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