HFARX Mutual Fund

HFARX Mutual Fund

NAV$7.49
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Returns Overview

1 Month
+0.10%
3 Months
-0.63%
6 Months
-0.44%
YTD
+0.08%
1 Year
+1.91%
3 Years (annualized)
+4.42%
5 Years (annualized)
-1.25%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFARX 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
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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)
+0.08%
Peer Avg (YTD)
+0.20%
vs Peers
-0.13%

HFARX Mutual Fund Performance

HFARX performance across multiple time periods: 1-month 0.10%, YTD 0.08%, 1-year 1.91%, 3-year 4.42%, 5-year -1.25%, 10-year 1.85%.

HFARX returns trail the peer average of 0.20% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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