HFHSX Mutual Fund

HFHSX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.24%
3 Months
-2.41%
6 Months
-1.93%
YTD
-1.41%
1 Year
-0.14%
3 Years (annualized)
+5.33%
5 Years (annualized)
+3.73%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHSX 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)
-1.41%
Peer Avg (YTD)
+1.93%
vs Peers
-3.34%

HFHSX Mutual Fund Performance

HFHSX performance across multiple time periods: 1-month 0.24%, YTD -1.41%, 1-year -0.14%, 3-year 5.33%, 5-year 3.73%, 10-year 3.83%.

HFHSX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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