HFYCX Mutual Fund

HFYCX Mutual Fund

NAV$16.13
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Returns Overview

1 Month
-0.44%
3 Months
+10.96%
6 Months
+16.29%
YTD
+14.93%
1 Year
+39.96%
3 Years (annualized)
+24.37%
5 Years (annualized)
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFYCX 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 USA Value Index(^NU106037)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+8.71%
vs Peers
+6.21%

HFYCX Mutual Fund Performance

HFYCX performance across multiple time periods: 1-month -0.44%, YTD 14.93%, 1-year 39.96%, 3-year 24.37%, 5-year 12.39%.

HFYCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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