HFKCX Mutual Fund

HFKCX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-0.10%
3 Months
-1.20%
6 Months
-2.57%
YTD
-0.65%
1 Year
+3.78%
3 Years (annualized)
+2.05%
5 Years (annualized)
-0.73%
10 Years (annualized)
+0.65%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
+0.15%
vs Peers
-0.80%

HFKCX Mutual Fund Performance

HFKCX performance across multiple time periods: 1-month -0.10%, YTD -0.65%, 1-year 3.78%, 3-year 2.05%, 5-year -0.73%, 10-year 0.65%.

HFKCX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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