HFHCX Mutual Fund

HFHCX Mutual Fund

NAV$8.59
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Returns Overview

1 Month
-0.11%
3 Months
-0.19%
6 Months
+0.47%
YTD
+0.40%
1 Year
+2.22%
3 Years (annualized)
+5.62%
5 Years (annualized)
+3.66%
10 Years (annualized)
+3.64%

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)
+0.40%
Peer Avg (YTD)
+2.15%
vs Peers
-1.75%

HFHCX Mutual Fund Performance

HFHCX performance across multiple time periods: 1-month -0.11%, YTD 0.40%, 1-year 2.22%, 3-year 5.62%, 5-year 3.66%, 10-year 3.64%.

HFHCX returns trail the peer average of 2.15% 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.