HFMTX Mutual Fund

HFMTX Mutual Fund

NAV$29.83
See how much of HFMTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.82%
3 Months
-1.54%
6 Months
+1.38%
YTD
+2.19%
1 Year
-2.39%
3 Years (annualized)
+3.11%
5 Years (annualized)
-1.04%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+9.54%
vs Peers
-7.35%

HFMTX Mutual Fund Performance

HFMTX performance across multiple time periods: 1-month -8.82%, YTD 2.19%, 1-year -2.39%, 3-year 3.11%, 5-year -1.04%, 10-year 7.52%.

HFMTX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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