HFYTX Mutual Fund

HFYTX Mutual Fund

NAV$15.77
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Returns Overview

1 Month
+2.00%
3 Months
+3.77%
6 Months
+6.61%
YTD
+21.71%
1 Year
+34.79%
3 Years (annualized)
+25.82%
5 Years (annualized)
+13.86%
10 Years (annualized)
+10.31%

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
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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)
+21.71%
Peer Avg (YTD)
+12.12%
vs Peers
+9.59%

HFYTX Mutual Fund Performance

HFYTX performance across multiple time periods: 1-month 2.00%, YTD 21.71%, 1-year 34.79%, 3-year 25.82%, 5-year 13.86%, 10-year 10.31%.

HFYTX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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