HFZFX Mutual Fund

HFZFX Mutual Fund

NAV$6.77
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Returns Overview

1 Month
+0.71%
3 Months
+4.51%
6 Months
+2.90%
YTD
+2.90%
1 Year
+11.05%
3 Years (annualized)
+10.54%
5 Years (annualized)
+3.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZFX 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)
+2.90%
Peer Avg (YTD)
+3.07%
vs Peers
-0.17%

HFZFX Mutual Fund Performance

HFZFX performance across multiple time periods: 1-month 0.71%, YTD 2.90%, 1-year 11.05%, 3-year 10.54%, 5-year 3.82%.

HFZFX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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