HFQAX Mutual Fund

HFQAX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
+3.25%
3 Months
+6.67%
6 Months
+9.80%
YTD
+16.37%
1 Year
+28.68%
3 Years (annualized)
+18.48%
5 Years (annualized)
+11.73%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQAX 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
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📉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
MSCI ACWI ex-US High Div Yld
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+11.12%
vs Peers
+5.26%

HFQAX Mutual Fund Performance

HFQAX performance across multiple time periods: 1-month 3.25%, YTD 16.37%, 1-year 28.68%, 3-year 18.48%, 5-year 11.73%, 10-year 8.81%.

HFQAX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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