HFHFX Mutual Fund

HFHFX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-0.01%
3 Months
+0.47%
6 Months
+0.64%
YTD
+1.20%
1 Year
+4.14%
3 Years (annualized)
+6.60%
5 Years (annualized)
+4.50%
10 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHFX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+0.12%
vs Peers
+1.08%

HFHFX Mutual Fund Performance

HFHFX performance across multiple time periods: 1-month -0.01%, YTD 1.20%, 1-year 4.14%, 3-year 6.60%, 5-year 4.50%, 10-year 4.77%.

HFHFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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