HFQIX Mutual Fund

HFQIX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
+2.09%
3 Months
+7.42%
6 Months
+13.75%
YTD
+12.82%
1 Year
+25.27%
3 Years (annualized)
+18.56%
5 Years (annualized)
+11.53%
10 Years (annualized)
+9.17%

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)
+12.82%
Peer Avg (YTD)
+8.71%
vs Peers
+4.11%

HFQIX Mutual Fund Performance

HFQIX performance across multiple time periods: 1-month 2.09%, YTD 12.82%, 1-year 25.27%, 3-year 18.56%, 5-year 11.53%, 10-year 9.17%.

HFQIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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