HFZRX Mutual Fund

NAV$7.42

Returns Overview

1 Month
+0.60%
3 Months
+4.20%
6 Months
+2.55%
YTD
+2.41%
1 Year
+10.17%
3 Years (annualized)
+9.69%
5 Years (annualized)
+3.08%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+2.41%
Peer Avg (YTD)
+3.07%
vs Peers
-0.66%

HFZRX Mutual Fund Performance

HFZRX performance across multiple time periods: 1-month 0.60%, YTD 2.41%, 1-year 10.17%, 3-year 9.69%, 5-year 3.08%.

HFZRX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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