HFLAX Mutual Fund

NAV$7.52

Returns Overview

1 Month
-0.10%
3 Months
+2.17%
6 Months
+1.32%
YTD
+1.19%
1 Year
+3.30%
3 Years (annualized)
+6.25%
5 Years (annualized)
+4.19%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLAX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+3.23%
vs Peers
-2.04%

HFLAX Mutual Fund Performance

HFLAX performance across multiple time periods: 1-month -0.10%, YTD 1.19%, 1-year 3.30%, 3-year 6.25%, 5-year 4.19%, 10-year 4.52%.

HFLAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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