HFAEX Mutual Fund

HFAEX Mutual Fund

NAV$18.57
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Returns Overview

1 Month
-4.88%
3 Months
+4.10%
6 Months
+8.62%
YTD
+8.81%
1 Year
+17.02%
3 Years (annualized)
+20.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFAEX 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
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📉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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.81%
Peer Avg (YTD)
+9.98%
vs Peers
-1.18%

HFAEX Mutual Fund Performance

HFAEX performance across multiple time periods: 1-month -4.88%, YTD 8.81%, 1-year 17.02%, 3-year 20.74%.

HFAEX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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