HFYFX Mutual Fund

HFYFX Mutual Fund

NAV$16.33
See how much of HFYFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.10%
3 Months
+5.90%
6 Months
+11.94%
YTD
+19.36%
1 Year
+39.40%
3 Years (annualized)
+23.57%
5 Years (annualized)
+13.61%
10 Years (annualized)
+10.42%

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)
+19.36%
Peer Avg (YTD)
+11.12%
vs Peers
+8.24%

HFYFX Mutual Fund Performance

HFYFX performance across multiple time periods: 1-month 2.10%, YTD 19.36%, 1-year 39.40%, 3-year 23.57%, 5-year 13.61%, 10-year 10.42%.

HFYFX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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