HFYTX Mutual Fund

NAV$16.08

Returns Overview

1 Month
-0.37%
3 Months
+11.22%
6 Months
+16.86%
YTD
+15.41%
1 Year
+41.42%
3 Years (annualized)
+25.62%
5 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFYTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Value Index(^NU106037)
This Mutual Fund (YTD)
+15.41%
Peer Avg (YTD)
+8.71%
vs Peers
+6.70%

HFYTX Mutual Fund Performance

HFYTX performance across multiple time periods: 1-month -0.37%, YTD 15.41%, 1-year 41.42%, 3-year 25.62%, 5-year 13.50%.

HFYTX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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