HFCSX Mutual Fund

HFCSX Mutual Fund

NAV$39.09
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Returns Overview

1 Month
+0.44%
3 Months
+13.12%
6 Months
+11.68%
YTD
+8.72%
1 Year
+67.31%
3 Years (annualized)
+46.54%
5 Years (annualized)
+30.50%
10 Years (annualized)
+28.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFCSX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+10.82%
vs Peers
-2.09%

HFCSX Mutual Fund Performance

HFCSX performance across multiple time periods: 1-month 0.44%, YTD 8.72%, 1-year 67.31%, 3-year 46.54%, 5-year 30.50%, 10-year 28.25%.

HFCSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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