HFMTX Mutual Fund

HFMTX Mutual Fund

NAV$29.38
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Returns Overview

1 Month
-1.01%
3 Months
-8.94%
6 Months
+8.03%
YTD
+0.79%
1 Year
-2.39%
3 Years (annualized)
+4.83%
5 Years (annualized)
-1.02%
10 Years (annualized)
+7.62%

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
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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)
+0.79%
Peer Avg (YTD)
+6.72%
vs Peers
-5.93%

HFMTX Mutual Fund Performance

HFMTX performance across multiple time periods: 1-month -1.01%, YTD 0.79%, 1-year -2.39%, 3-year 4.83%, 5-year -1.02%, 10-year 7.62%.

HFMTX returns trail the peer average of 6.72% 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.