HFCSX Mutual Fund

HFCSX Mutual Fund

NAV$33.37
See how much of HFCSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.41%
3 Months
-15.97%
6 Months
-4.95%
YTD
-8.64%
1 Year
+3.01%
3 Years (annualized)
+13.74%
5 Years (annualized)
+5.86%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFCSX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-8.64%
Peer Avg (YTD)
+6.72%
vs Peers
-15.37%

HFCSX Mutual Fund Performance

HFCSX performance across multiple time periods: 1-month -3.41%, YTD -8.64%, 1-year 3.01%, 3-year 13.74%, 5-year 5.86%, 10-year 10.07%.

HFCSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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