HFLRX Mutual Fund

HFLRX Mutual Fund

NAV$7.54
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Returns Overview

1 Month
-0.66%
3 Months
+0.23%
6 Months
+1.21%
YTD
+1.82%
1 Year
+2.65%
3 Years (annualized)
+5.55%
5 Years (annualized)
+4.02%
10 Years (annualized)
+3.66%

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
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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)
+1.82%
Peer Avg (YTD)
+1.93%
vs Peers
-0.11%

HFLRX Mutual Fund Performance

HFLRX performance across multiple time periods: 1-month -0.66%, YTD 1.82%, 1-year 2.65%, 3-year 5.55%, 5-year 4.02%, 10-year 3.66%.

HFLRX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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