HFHTX Mutual Fund

HFHTX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
-2.58%
3 Months
-2.64%
6 Months
-0.97%
YTD
-1.49%
1 Year
+0.07%
3 Years (annualized)
+6.28%
5 Years (annualized)
+4.30%
10 Years (annualized)
+4.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHTX 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)
-1.49%
Peer Avg (YTD)
+0.50%
vs Peers
-1.99%

HFHTX Mutual Fund Performance

HFHTX performance across multiple time periods: 1-month -2.58%, YTD -1.49%, 1-year 0.07%, 3-year 6.28%, 5-year 4.30%, 10-year 4.41%.

HFHTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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