HFCVX Mutual Fund

HFCVX Mutual Fund

NAV$25.60
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Returns Overview

1 Month
+1.96%
3 Months
+4.91%
6 Months
+7.29%
YTD
+18.06%
1 Year
+23.96%
3 Years (annualized)
+17.05%
5 Years (annualized)
+13.16%
10 Years (annualized)
+9.83%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.06%
Peer Avg (YTD)
+12.44%
vs Peers
+5.62%

HFCVX Mutual Fund Performance

HFCVX performance across multiple time periods: 1-month 1.96%, YTD 18.06%, 1-year 23.96%, 3-year 17.05%, 5-year 13.16%, 10-year 9.83%.

HFCVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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