HFLCX Mutual Fund

HFLCX Mutual Fund

NAV$7.63
See how much of HFLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.58%
3 Months
+0.99%
6 Months
+1.58%
YTD
+1.44%
1 Year
+2.12%
3 Years (annualized)
+5.46%
5 Years (annualized)
+3.70%
10 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+0.12%
vs Peers
+1.32%

HFLCX Mutual Fund Performance

HFLCX performance across multiple time periods: 1-month 0.58%, YTD 1.44%, 1-year 2.12%, 3-year 5.46%, 5-year 3.70%, 10-year 3.76%.

HFLCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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