HFZTX Mutual Fund

HFZTX Mutual Fund

NAV$6.95
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Returns Overview

1 Month
-0.29%
3 Months
-2.47%
6 Months
-2.15%
YTD
-0.89%
1 Year
+0.95%
3 Years (annualized)
+10.39%
5 Years (annualized)
+3.40%
10 Years (annualized)
+2.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZTX 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

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)
-0.89%
Peer Avg (YTD)
+0.43%
vs Peers
-1.32%

HFZTX Mutual Fund Performance

HFZTX performance across multiple time periods: 1-month -0.29%, YTD -0.89%, 1-year 0.95%, 3-year 10.39%, 5-year 3.40%, 10-year 2.84%.

HFZTX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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