HFLFX Mutual Fund

HFLFX Mutual Fund

NAV$7.31
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Returns Overview

1 Month
+0.96%
3 Months
+1.56%
6 Months
+4.45%
YTD
+2.96%
1 Year
+3.89%
3 Years (annualized)
+6.34%
5 Years (annualized)
+4.61%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLFX 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
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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)
+2.96%
Peer Avg (YTD)
+2.15%
vs Peers
+0.81%

HFLFX Mutual Fund Performance

HFLFX performance across multiple time periods: 1-month 0.96%, YTD 2.96%, 1-year 3.89%, 3-year 6.34%, 5-year 4.61%, 10-year 4.60%.

HFLFX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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