HFZSX Mutual Fund

HFZSX Mutual Fund

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Returns Overview

1 Month
+0.68%
3 Months
+0.26%
6 Months
-0.63%
YTD
+2.15%
1 Year
+7.24%
3 Years (annualized)
+10.01%
5 Years (annualized)
+3.12%
10 Years (annualized)
+3.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZSX 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)
+2.15%
Peer Avg (YTD)
+2.96%
vs Peers
-0.80%

HFZSX Mutual Fund Performance

HFZSX performance across multiple time periods: 1-month 0.68%, YTD 2.15%, 1-year 7.24%, 3-year 10.01%, 5-year 3.12%, 10-year 3.19%.

HFZSX returns trail the peer average of 2.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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