HFYFX Mutual Fund

HFYFX Mutual Fund

NAV$16.23
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.39%
3 Months
+11.23%
6 Months
+16.90%
YTD
+15.53%
1 Year
+41.56%
3 Years (annualized)
+25.77%
5 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFYFX 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)
+15.53%
Peer Avg (YTD)
+8.71%
vs Peers
+6.82%

HFYFX Mutual Fund Performance

HFYFX performance across multiple time periods: 1-month -0.39%, YTD 15.53%, 1-year 41.56%, 3-year 25.77%, 5-year 13.63%.

HFYFX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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