HFZRX Mutual Fund

HFZRX Mutual Fund

NAV$7.38
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Returns Overview

1 Month
-1.08%
3 Months
+0.18%
6 Months
+0.11%
YTD
+1.31%
1 Year
+8.53%
3 Years (annualized)
+8.56%
5 Years (annualized)
+2.91%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZRX 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)
+1.31%
Peer Avg (YTD)
+2.32%
vs Peers
-1.01%

HFZRX Mutual Fund Performance

HFZRX performance across multiple time periods: 1-month -1.08%, YTD 1.31%, 1-year 8.53%, 3-year 8.56%, 5-year 2.91%, 10-year 2.95%.

HFZRX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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