HFHRX Mutual Fund

HFHRX Mutual Fund

NAV$8.53
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Returns Overview

1 Month
-0.19%
3 Months
-0.09%
6 Months
+0.67%
YTD
+0.67%
1 Year
+2.64%
3 Years (annualized)
+6.07%
5 Years (annualized)
+4.12%
10 Years (annualized)
+4.06%

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)
+0.67%
Peer Avg (YTD)
+2.15%
vs Peers
-1.49%

HFHRX Mutual Fund Performance

HFHRX performance across multiple time periods: 1-month -0.19%, YTD 0.67%, 1-year 2.64%, 3-year 6.07%, 5-year 4.12%, 10-year 4.06%.

HFHRX returns trail the peer average of 2.15% 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.