HFYRX Mutual Fund

HFYRX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-2.83%
3 Months
-2.85%
6 Months
+2.74%
YTD
+14.14%
1 Year
+26.78%
3 Years (annualized)
+27.13%
5 Years (annualized)
+13.05%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFYRX 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)
+14.14%
Peer Avg (YTD)
+10.38%
vs Peers
+3.76%

HFYRX Mutual Fund Performance

HFYRX performance across multiple time periods: 1-month -2.83%, YTD 14.14%, 1-year 26.78%, 3-year 27.13%, 5-year 13.05%, 10-year 9.79%.

HFYRX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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