HFKYX Mutual Fund

HFKYX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-0.01%
3 Months
-0.93%
6 Months
-2.02%
YTD
+0.09%
1 Year
+4.91%
3 Years (annualized)
+3.11%
5 Years (annualized)
+0.30%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFKYX 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)
+0.09%
Peer Avg (YTD)
+0.15%
vs Peers
-0.06%

HFKYX Mutual Fund Performance

HFKYX performance across multiple time periods: 1-month -0.01%, YTD 0.09%, 1-year 4.91%, 3-year 3.11%, 5-year 0.30%, 10-year 1.68%.

HFKYX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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