HFHIX Mutual Fund

HFHIX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-2.47%
3 Months
-2.53%
6 Months
-0.87%
YTD
-1.50%
1 Year
+0.05%
3 Years (annualized)
+6.21%
5 Years (annualized)
+4.25%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHIX 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
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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
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
-1.50%
Peer Avg (YTD)
+0.50%
vs Peers
-2.00%

HFHIX Mutual Fund Performance

HFHIX performance across multiple time periods: 1-month -2.47%, YTD -1.50%, 1-year 0.05%, 3-year 6.21%, 5-year 4.25%, 10-year 4.33%.

HFHIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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