HFLRX Mutual Fund

NAV$7.59

Returns Overview

1 Month
-0.25%
3 Months
+1.97%
6 Months
+1.09%
YTD
+0.96%
1 Year
+2.95%
3 Years (annualized)
+5.91%
5 Years (annualized)
+3.90%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLRX 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)
+0.96%
Peer Avg (YTD)
+3.23%
vs Peers
-2.27%

HFLRX Mutual Fund Performance

HFLRX performance across multiple time periods: 1-month -0.25%, YTD 0.96%, 1-year 2.95%, 3-year 5.91%, 5-year 3.90%, 10-year 4.08%.

HFLRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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