HFQTX Mutual Fund

HFQTX Mutual Fund

NAV$8.32
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.07%
3 Months
+7.32%
6 Months
+13.64%
YTD
+12.71%
1 Year
+24.97%
3 Years (annualized)
+18.38%
5 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQTX 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)
+12.71%
Peer Avg (YTD)
+8.71%
vs Peers
+3.99%

HFQTX Mutual Fund Performance

HFQTX performance across multiple time periods: 1-month 2.07%, YTD 12.71%, 1-year 24.97%, 3-year 18.38%, 5-year 11.35%.

HFQTX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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