HFMTX Mutual Fund

NAV$31.15

Returns Overview

1 Month
+3.50%
3 Months
+18.64%
6 Months
+12.08%
YTD
+10.69%
1 Year
+8.27%
3 Years (annualized)
+7.63%
5 Years (annualized)
+2.18%
10 Years (annualized)
+12.49%

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

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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)
+10.69%
Peer Avg (YTD)
+10.82%
vs Peers
-0.12%

HFMTX Mutual Fund Performance

HFMTX performance across multiple time periods: 1-month 3.50%, YTD 10.69%, 1-year 8.27%, 3-year 7.63%, 5-year 2.18%, 10-year 12.49%.

HFMTX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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