HFQDX Mutual Fund

HFQDX Mutual Fund

NAV$8.10
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Returns Overview

1 Month
+1.38%
3 Months
-0.32%
6 Months
+6.42%
YTD
+16.23%
1 Year
+23.46%
3 Years (annualized)
+21.70%
5 Years (annualized)
+11.88%
10 Years (annualized)
+9.05%

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)
+16.23%
Peer Avg (YTD)
+10.38%
vs Peers
+5.84%

HFQDX Mutual Fund Performance

HFQDX performance across multiple time periods: 1-month 1.38%, YTD 16.23%, 1-year 23.46%, 3-year 21.70%, 5-year 11.88%, 10-year 9.05%.

HFQDX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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