HFADX Mutual Fund

HFADX Mutual Fund

NAV$7.53
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Returns Overview

1 Month
-2.11%
3 Months
-3.19%
6 Months
-0.92%
YTD
-2.10%
1 Year
-1.10%
3 Years (annualized)
+4.30%
5 Years (annualized)
-1.23%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFADX 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)
-2.10%
Peer Avg (YTD)
-1.59%
vs Peers
-0.51%

HFADX Mutual Fund Performance

HFADX performance across multiple time periods: 1-month -2.11%, YTD -2.10%, 1-year -1.10%, 3-year 4.30%, 5-year -1.23%, 10-year 1.93%.

HFADX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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