HFATX Mutual Fund

NAV$7.74
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Returns Overview

1 Month
+0.58%
3 Months
+2.31%
6 Months
+1.19%
YTD
+1.19%
1 Year
+4.14%
3 Years (annualized)
+4.54%
5 Years (annualized)
-0.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFATX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Credit Index Hedged USD(^BBGACRIUSH)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+0.99%
vs Peers
+0.20%

HFATX Mutual Fund Performance

HFATX performance across multiple time periods: 1-month 0.58%, YTD 1.19%, 1-year 4.14%, 3-year 4.54%, 5-year -0.81%.

HFATX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

HFATX performance comparison shows side-by-side returns with another fund. HFATX alternatives are available in the Mutual Fund Screener.