HFQRX Mutual Fund

HFQRX Mutual Fund

NAV$8.16
See how much of HFQRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.37%
3 Months
-0.41%
6 Months
+6.44%
YTD
+16.20%
1 Year
+23.41%
3 Years (annualized)
+21.89%
5 Years (annualized)
+12.02%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+16.20%
Peer Avg (YTD)
+10.38%
vs Peers
+5.81%

HFQRX Mutual Fund Performance

HFQRX performance across multiple time periods: 1-month 1.37%, YTD 16.20%, 1-year 23.41%, 3-year 21.89%, 5-year 12.02%, 10-year 9.18%.

HFQRX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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