HFYRX Mutual Fund

HFYRX Mutual Fund

NAV$16.24
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Returns Overview

1 Month
+2.05%
3 Months
+5.76%
6 Months
+11.62%
YTD
+18.88%
1 Year
+38.47%
3 Years (annualized)
+22.73%
5 Years (annualized)
+12.86%
10 Years (annualized)
+9.70%

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)
+18.88%
Peer Avg (YTD)
+11.12%
vs Peers
+7.76%

HFYRX Mutual Fund Performance

HFYRX performance across multiple time periods: 1-month 2.05%, YTD 18.88%, 1-year 38.47%, 3-year 22.73%, 5-year 12.86%, 10-year 9.70%.

HFYRX returns outperform the peer average of 11.12% 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.