HFZTX Mutual Fund

HFZTX Mutual Fund

NAV$7.37
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Returns Overview

1 Month
-1.22%
3 Months
+0.33%
6 Months
+0.27%
YTD
+1.62%
1 Year
+9.07%
3 Years (annualized)
+9.20%
5 Years (annualized)
+3.51%
10 Years (annualized)
+3.40%

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)
+1.62%
Peer Avg (YTD)
+2.32%
vs Peers
-0.71%

HFZTX Mutual Fund Performance

HFZTX performance across multiple time periods: 1-month -1.22%, YTD 1.62%, 1-year 9.07%, 3-year 9.20%, 5-year 3.51%, 10-year 3.40%.

HFZTX returns trail the peer average of 2.32% 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.