HFHAX Mutual Fund

HFHAX Mutual Fund

NAV$8.49
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Returns Overview

1 Month
-0.06%
3 Months
-0.02%
6 Months
+0.82%
YTD
+0.86%
1 Year
+2.95%
3 Years (annualized)
+6.18%
5 Years (annualized)
+4.31%
10 Years (annualized)
+4.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHAX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+2.15%
vs Peers
-1.29%

HFHAX Mutual Fund Performance

HFHAX performance across multiple time periods: 1-month -0.06%, YTD 0.86%, 1-year 2.95%, 3-year 6.18%, 5-year 4.31%, 10-year 4.28%.

HFHAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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