HFQTX Mutual Fund

HFQTX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
+1.38%
3 Months
-0.35%
6 Months
+6.24%
YTD
+15.98%
1 Year
+23.17%
3 Years (annualized)
+21.62%
5 Years (annualized)
+11.78%
10 Years (annualized)
+9.00%

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
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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)
+15.98%
Peer Avg (YTD)
+10.38%
vs Peers
+5.60%

HFQTX Mutual Fund Performance

HFQTX performance across multiple time periods: 1-month 1.38%, YTD 15.98%, 1-year 23.17%, 3-year 21.62%, 5-year 11.78%, 10-year 9.00%.

HFQTX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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