HFHIX Mutual Fund

HFHIX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-0.02%
3 Months
+0.44%
6 Months
+0.48%
YTD
+1.03%
1 Year
+4.03%
3 Years (annualized)
+6.74%
5 Years (annualized)
+4.71%
10 Years (annualized)
+4.67%

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)
+1.03%
Peer Avg (YTD)
+0.12%
vs Peers
+0.91%

HFHIX Mutual Fund Performance

HFHIX performance across multiple time periods: 1-month -0.02%, YTD 1.03%, 1-year 4.03%, 3-year 6.74%, 5-year 4.71%, 10-year 4.67%.

HFHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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