HFHYX Mutual Fund

HFHYX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
-0.04%
3 Months
+0.16%
6 Months
+0.94%
YTD
+1.12%
1 Year
+3.31%
3 Years (annualized)
+6.27%
5 Years (annualized)
+4.48%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHYX 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)
+1.12%
Peer Avg (YTD)
+2.15%
vs Peers
-1.03%

HFHYX Mutual Fund Performance

HFHYX performance across multiple time periods: 1-month -0.04%, YTD 1.12%, 1-year 3.31%, 3-year 6.27%, 5-year 4.48%, 10-year 4.50%.

HFHYX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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