HFCVX Mutual Fund

NAV$25.85

Returns Overview

1 Month
-2.18%
3 Months
+1.52%
6 Months
+10.87%
YTD
+10.08%
1 Year
+25.44%
3 Years (annualized)
+16.76%
5 Years (annualized)
+12.81%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFCVX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+9.49%
vs Peers
+0.59%

HFCVX Mutual Fund Performance

HFCVX performance across multiple time periods: 1-month -2.18%, YTD 10.08%, 1-year 25.44%, 3-year 16.76%, 5-year 12.81%, 10-year 11.53%.

HFCVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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