HFMRX Mutual Fund

HFMRX Mutual Fund

NAV$24.43
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Returns Overview

1 Month
+0.86%
3 Months
-4.89%
6 Months
+1.91%
YTD
+2.72%
1 Year
-2.90%
3 Years (annualized)
+4.20%
5 Years (annualized)
-1.62%
10 Years (annualized)
+6.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMRX 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)
+2.72%
Peer Avg (YTD)
+9.89%
vs Peers
-7.17%

HFMRX Mutual Fund Performance

HFMRX performance across multiple time periods: 1-month 0.86%, YTD 2.72%, 1-year -2.90%, 3-year 4.20%, 5-year -1.62%, 10-year 6.96%.

HFMRX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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