HFLIX Mutual Fund

HFLIX Mutual Fund

NAV$7.37
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Returns Overview

1 Month
+0.95%
3 Months
+1.54%
6 Months
+4.41%
YTD
+2.93%
1 Year
+3.79%
3 Years (annualized)
+6.19%
5 Years (annualized)
+4.53%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLIX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+2.93%
Peer Avg (YTD)
+2.15%
vs Peers
+0.78%

HFLIX Mutual Fund Performance

HFLIX performance across multiple time periods: 1-month 0.95%, YTD 2.93%, 1-year 3.79%, 3-year 6.19%, 5-year 4.53%, 10-year 4.35%.

HFLIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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