HFZRX Mutual Fund

HFZRX Mutual Fund

NAV$7.03
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Returns Overview

1 Month
-0.43%
3 Months
-2.74%
6 Months
-2.57%
YTD
-1.47%
1 Year
+0.33%
3 Years (annualized)
+9.68%
5 Years (annualized)
+2.77%
10 Years (annualized)
+2.38%

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)
-1.47%
Peer Avg (YTD)
+0.43%
vs Peers
-1.90%

HFZRX Mutual Fund Performance

HFZRX performance across multiple time periods: 1-month -0.43%, YTD -1.47%, 1-year 0.33%, 3-year 9.68%, 5-year 2.77%, 10-year 2.38%.

HFZRX returns trail the peer average of 0.43% 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.