HFQIX Mutual Fund

HFQIX Mutual Fund

NAV$8.01
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Returns Overview

1 Month
+1.20%
3 Months
+6.79%
6 Months
+0.60%
YTD
+18.99%
1 Year
+27.33%
3 Years (annualized)
+11.87%
5 Years (annualized)
+3.86%
10 Years (annualized)
+1.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQIX 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)
+18.99%
Peer Avg (YTD)
+12.12%
vs Peers
+6.87%

HFQIX Mutual Fund Performance

HFQIX performance across multiple time periods: 1-month 1.20%, YTD 18.99%, 1-year 27.33%, 3-year 11.87%, 5-year 3.86%, 10-year 1.37%.

HFQIX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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