HFASX Mutual Fund

HFASX Mutual Fund

NAV$7.53
See how much of HFASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.14%
3 Months
-3.29%
6 Months
-1.11%
YTD
-2.26%
1 Year
-1.39%
3 Years (annualized)
+3.92%
5 Years (annualized)
-1.60%
10 Years (annualized)
+1.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFASX 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)
-2.26%
Peer Avg (YTD)
-1.59%
vs Peers
-0.68%

HFASX Mutual Fund Performance

HFASX performance across multiple time periods: 1-month -2.14%, YTD -2.26%, 1-year -1.39%, 3-year 3.92%, 5-year -1.60%, 10-year 1.61%.

HFASX returns trail the peer average of -1.59% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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