HOOFX Mutual Fund

HOOFX Mutual Fund

NAV$35.32
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Returns Overview

1 Month
+4.40%
3 Months
+3.15%
6 Months
+8.57%
YTD
+20.54%
1 Year
+25.37%
3 Years (annualized)
+20.11%
5 Years (annualized)
+6.10%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOOFX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.54%
Peer Avg (YTD)
+12.21%
vs Peers
+8.33%

HOOFX Mutual Fund Performance

HOOFX performance across multiple time periods: 1-month 4.40%, YTD 20.54%, 1-year 25.37%, 3-year 20.11%, 5-year 6.10%, 10-year 9.52%.

HOOFX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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