HFACX Mutual Fund

HFACX Mutual Fund

NAV$7.48
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Returns Overview

1 Month
-2.20%
3 Months
-3.43%
6 Months
-1.48%
YTD
-2.75%
1 Year
-1.99%
3 Years (annualized)
+3.40%
5 Years (annualized)
-2.06%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFACX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Credit Index Hedged USD(^BBGACRIUSH)
This Mutual Fund (YTD)
-2.75%
Peer Avg (YTD)
-1.59%
vs Peers
-1.17%

HFACX Mutual Fund Performance

HFACX performance across multiple time periods: 1-month -2.20%, YTD -2.75%, 1-year -1.99%, 3-year 3.40%, 5-year -2.06%, 10-year 0.92%.

HFACX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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