HFMSX Mutual Fund

HFMSX Mutual Fund

NAV$26.64
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Returns Overview

1 Month
-8.82%
3 Months
-1.56%
6 Months
+1.27%
YTD
+2.03%
1 Year
-2.66%
3 Years (annualized)
+2.81%
5 Years (annualized)
-1.33%
10 Years (annualized)
+7.21%

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
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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)
+2.03%
Peer Avg (YTD)
+9.54%
vs Peers
-7.51%

HFMSX Mutual Fund Performance

HFMSX performance across multiple time periods: 1-month -8.82%, YTD 2.03%, 1-year -2.66%, 3-year 2.81%, 5-year -1.33%, 10-year 7.21%.

HFMSX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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