HFYCX Mutual Fund

HFYCX Mutual Fund

NAV$16.23
See how much of HFYCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.99%
3 Months
+5.62%
6 Months
+11.34%
YTD
+18.60%
1 Year
+37.85%
3 Years (annualized)
+22.17%
5 Years (annualized)
+12.34%
10 Years (annualized)
+9.20%

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

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)
+18.60%
Peer Avg (YTD)
+11.12%
vs Peers
+7.48%

HFYCX Mutual Fund Performance

HFYCX performance across multiple time periods: 1-month 1.99%, YTD 18.60%, 1-year 37.85%, 3-year 22.17%, 5-year 12.34%, 10-year 9.20%.

HFYCX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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