HFZCX Mutual Fund

NAV$7.38
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Returns Overview

1 Month
+0.74%
3 Months
+4.23%
6 Months
+2.29%
YTD
+2.29%
1 Year
+9.63%
3 Years (annualized)
+9.19%
5 Years (annualized)
+2.60%

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
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📉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

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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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+3.07%
vs Peers
-0.78%

HFZCX Mutual Fund Performance

HFZCX performance across multiple time periods: 1-month 0.74%, YTD 2.29%, 1-year 9.63%, 3-year 9.19%, 5-year 2.60%.

HFZCX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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