HFAHX Mutual Fund

HFAHX Mutual Fund

NAV$18.30
See how much of HFAHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.05%
3 Months
+7.55%
6 Months
+6.48%
YTD
+16.06%
1 Year
+26.13%
3 Years (annualized)
+21.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFAHX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+16.06%
Peer Avg (YTD)
+11.21%
vs Peers
+4.85%

HFAHX Mutual Fund Performance

HFAHX performance across multiple time periods: 1-month 1.05%, YTD 16.06%, 1-year 26.13%, 3-year 21.70%.

HFAHX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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