HFAEX Mutual Fund

HFAEX Mutual Fund

NAV$18.39
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Returns Overview

1 Month
+0.98%
3 Months
+7.27%
6 Months
+5.98%
YTD
+15.40%
1 Year
+25.13%
3 Years (annualized)
+20.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFAEX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+11.21%
vs Peers
+4.19%

HFAEX Mutual Fund Performance

HFAEX performance across multiple time periods: 1-month 0.98%, YTD 15.40%, 1-year 25.13%, 3-year 20.74%.

HFAEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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