HFZTX Mutual Fund

NAV$7.37

Returns Overview

1 Month
+0.75%
3 Months
+4.52%
6 Months
+2.87%
YTD
+2.87%
1 Year
+10.88%
3 Years (annualized)
+10.39%
5 Years (annualized)
+3.72%

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

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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)
+2.87%
Peer Avg (YTD)
+3.07%
vs Peers
-0.20%

HFZTX Mutual Fund Performance

HFZTX performance across multiple time periods: 1-month 0.75%, YTD 2.87%, 1-year 10.88%, 3-year 10.39%, 5-year 3.72%.

HFZTX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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