HFMRX Mutual Fund

HFMRX Mutual Fund

NAV$25.07
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Returns Overview

1 Month
-8.85%
3 Months
-1.70%
6 Months
+1.08%
YTD
+1.84%
1 Year
-2.98%
3 Years (annualized)
+2.48%
5 Years (annualized)
-1.64%
10 Years (annualized)
+6.86%

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)
+1.84%
Peer Avg (YTD)
+9.54%
vs Peers
-7.70%

HFMRX Mutual Fund Performance

HFMRX performance across multiple time periods: 1-month -8.85%, YTD 1.84%, 1-year -2.98%, 3-year 2.48%, 5-year -1.64%, 10-year 6.86%.

HFMRX returns trail the peer average of 9.54% 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.