HFHFX Mutual Fund

HFHFX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-2.57%
3 Months
-2.62%
6 Months
-0.94%
YTD
-1.43%
1 Year
+0.14%
3 Years (annualized)
+6.36%
5 Years (annualized)
+4.44%
10 Years (annualized)
+4.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHFX 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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+0.50%
vs Peers
-1.93%

HFHFX Mutual Fund Performance

HFHFX performance across multiple time periods: 1-month -2.57%, YTD -1.43%, 1-year 0.14%, 3-year 6.36%, 5-year 4.44%, 10-year 4.77%.

HFHFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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