HFHYX Mutual Fund

HFHYX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-2.58%
3 Months
-2.63%
6 Months
-0.97%
YTD
-1.48%
1 Year
+0.07%
3 Years (annualized)
+6.27%
5 Years (annualized)
+4.48%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHYX 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)
-1.48%
Peer Avg (YTD)
+0.50%
vs Peers
-1.98%

HFHYX Mutual Fund Performance

HFHYX performance across multiple time periods: 1-month -2.58%, YTD -1.48%, 1-year 0.07%, 3-year 6.27%, 5-year 4.48%, 10-year 4.50%.

HFHYX 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.

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