HFMIX Mutual Fund

HFMIX Mutual Fund

NAV$22.17
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Returns Overview

1 Month
+0.91%
3 Months
-4.76%
6 Months
+2.21%
YTD
+3.11%
1 Year
-2.34%
3 Years (annualized)
+4.85%
5 Years (annualized)
-1.01%
10 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.11%
Peer Avg (YTD)
+9.89%
vs Peers
-6.78%

HFMIX Mutual Fund Performance

HFMIX performance across multiple time periods: 1-month 0.91%, YTD 3.11%, 1-year -2.34%, 3-year 4.85%, 5-year -1.01%, 10-year 7.61%.

HFMIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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