HFZCX Mutual Fund

HFZCX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
+0.55%
3 Months
+0.05%
6 Months
-1.05%
YTD
+1.60%
1 Year
+6.37%
3 Years (annualized)
+9.11%
5 Years (annualized)
+2.32%
10 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZCX 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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+2.96%
vs Peers
-1.36%

HFZCX Mutual Fund Performance

HFZCX performance across multiple time periods: 1-month 0.55%, YTD 1.60%, 1-year 6.37%, 3-year 9.11%, 5-year 2.32%, 10-year 2.32%.

HFZCX returns trail the peer average of 2.96% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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