HFAIX Mutual Fund

HFAIX Mutual Fund

NAV$7.50
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Returns Overview

1 Month
-2.11%
3 Months
-3.30%
6 Months
-1.00%
YTD
-2.03%
1 Year
-1.01%
3 Years (annualized)
+4.42%
5 Years (annualized)
-1.13%
10 Years (annualized)
+1.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFAIX 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

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)
-2.03%
Peer Avg (YTD)
-1.59%
vs Peers
-0.45%

HFAIX Mutual Fund Performance

HFAIX performance across multiple time periods: 1-month -2.11%, YTD -2.03%, 1-year -1.01%, 3-year 4.42%, 5-year -1.13%, 10-year 1.90%.

HFAIX returns trail the peer average of -1.59% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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