HFHRX Mutual Fund

HFHRX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
+0.65%
3 Months
-2.03%
6 Months
-1.62%
YTD
-1.19%
1 Year
+0.04%
3 Years (annualized)
+5.43%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHRX 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)
-1.19%
Peer Avg (YTD)
+2.28%
vs Peers
-3.47%

HFHRX Mutual Fund Performance

HFHRX performance across multiple time periods: 1-month 0.65%, YTD -1.19%, 1-year 0.04%, 3-year 5.43%, 5-year 3.59%, 10-year 3.63%.

HFHRX returns trail the peer average of 2.28% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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