HFQDX Mutual Fund

HFQDX Mutual Fund

NAV$8.30
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Returns Overview

1 Month
+1.97%
3 Months
+7.34%
6 Months
+13.71%
YTD
+12.77%
1 Year
+25.12%
3 Years (annualized)
+18.40%
5 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQDX 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)
+12.77%
Peer Avg (YTD)
+8.71%
vs Peers
+4.06%

HFQDX Mutual Fund Performance

HFQDX performance across multiple time periods: 1-month 1.97%, YTD 12.77%, 1-year 25.12%, 3-year 18.40%, 5-year 11.42%.

HFQDX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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