HFSSX Mutual Fund

NAV$19.56

Returns Overview

1 Month
-1.90%
3 Months
+4.59%
6 Months
+5.92%
YTD
+4.97%
1 Year
+23.89%
3 Years (annualized)
+21.17%

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

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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+9.51%
vs Peers
-4.54%

HFSSX Mutual Fund Performance

HFSSX performance across multiple time periods: 1-month -1.90%, YTD 4.97%, 1-year 23.89%, 3-year 21.17%.

HFSSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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