HFKCX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+0.59%
3 Months
+1.80%
6 Months
+1.26%
YTD
+1.16%
1 Year
+5.69%
3 Years (annualized)
+2.08%
5 Years (annualized)
-0.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFKCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.79%
vs Peers
-0.63%

HFKCX Mutual Fund Performance

HFKCX performance across multiple time periods: 1-month 0.59%, YTD 1.16%, 1-year 5.69%, 3-year 2.08%, 5-year -0.35%.

HFKCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

HFKCX performance comparison shows side-by-side returns with another fund. HFKCX alternatives are available in the Mutual Fund Screener.