HFSAX Mutual Fund

NAV$24.61
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Returns Overview

1 Month
-0.98%
3 Months
+1.85%
6 Months
+1.00%
YTD
+0.96%
1 Year
+7.36%
3 Years (annualized)
+9.12%
5 Years (annualized)
+3.09%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFSAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+5.87%
vs Peers
-4.91%

HFSAX Mutual Fund Performance

HFSAX performance across multiple time periods: 1-month -0.98%, YTD 0.96%, 1-year 7.36%, 3-year 9.12%, 5-year 3.09%, 10-year 8.95%.

HFSAX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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