HFHCX Mutual Fund

HFHCX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-0.10%
3 Months
+0.21%
6 Months
+0.03%
YTD
+0.51%
1 Year
+2.95%
3 Years (annualized)
+5.66%
5 Years (annualized)
+3.69%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHCX 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)
+0.51%
Peer Avg (YTD)
+0.12%
vs Peers
+0.39%

HFHCX Mutual Fund Performance

HFHCX performance across multiple time periods: 1-month -0.10%, YTD 0.51%, 1-year 2.95%, 3-year 5.66%, 5-year 3.69%, 10-year 3.67%.

HFHCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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