HFQAX Mutual Fund

HFQAX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
+1.21%
3 Months
+6.62%
6 Months
+4.18%
YTD
+17.78%
1 Year
+26.90%
3 Years (annualized)
+20.15%
5 Years (annualized)
+11.82%
10 Years (annualized)
+8.47%

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
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
MSCI ACWI ex-US High Div Yld
This Mutual Fund (YTD)
+17.78%
Peer Avg (YTD)
+12.12%
vs Peers
+5.66%

HFQAX Mutual Fund Performance

HFQAX performance across multiple time periods: 1-month 1.21%, YTD 17.78%, 1-year 26.90%, 3-year 20.15%, 5-year 11.82%, 10-year 8.47%.

HFQAX returns outperform the peer average of 12.12% 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.