HFSSX Mutual Fund

HFSSX Mutual Fund

NAV$19.34
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Returns Overview

1 Month
+8.50%
3 Months
+8.81%
6 Months
+10.13%
YTD
+14.92%
1 Year
+31.69%
3 Years (annualized)
+21.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFSSX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+14.92%
Peer Avg (YTD)
+9.41%
vs Peers
+5.51%

HFSSX Mutual Fund Performance

HFSSX performance across multiple time periods: 1-month 8.50%, YTD 14.92%, 1-year 31.69%, 3-year 21.85%.

HFSSX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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