HFMSX Mutual Fund

NAV$28.74

Returns Overview

1 Month
+3.48%
3 Months
+18.55%
6 Months
+11.90%
YTD
+10.52%
1 Year
+25.77%
3 Years (annualized)
+12.92%
5 Years (annualized)
+5.11%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+10.82%
vs Peers
-0.29%

HFMSX Mutual Fund Performance

HFMSX performance across multiple time periods: 1-month 3.48%, YTD 10.52%, 1-year 25.77%, 3-year 12.92%, 5-year 5.11%, 10-year 11.96%.

HFMSX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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