HFHIX Mutual Fund

HFHIX Mutual Fund

NAV$8.72
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Returns Overview

1 Month
+0.10%
3 Months
+1.70%
6 Months
+1.05%
YTD
+1.05%
1 Year
+4.55%
3 Years (annualized)
+6.92%
5 Years (annualized)
+4.24%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHIX 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)
+1.05%
Peer Avg (YTD)
+3.23%
vs Peers
-2.17%

HFHIX Mutual Fund Performance

HFHIX performance across multiple time periods: 1-month 0.10%, YTD 1.05%, 1-year 4.55%, 3-year 6.92%, 5-year 4.24%, 10-year 4.62%.

HFHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

HFHIX performance comparison shows side-by-side returns with another fund. HFHIX alternatives are available in the Mutual Fund Screener.