HFLSX Mutual Fund

HFLSX Mutual Fund

NAV$7.45
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Returns Overview

1 Month
-0.13%
3 Months
+1.45%
6 Months
+3.66%
YTD
+2.65%
1 Year
+3.56%
3 Years (annualized)
+6.14%
5 Years (annualized)
+4.55%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLSX 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)
+2.65%
Peer Avg (YTD)
+0.50%
vs Peers
+2.15%

HFLSX Mutual Fund Performance

HFLSX performance across multiple time periods: 1-month -0.13%, YTD 2.65%, 1-year 3.56%, 3-year 6.14%, 5-year 4.55%, 10-year 4.25%.

HFLSX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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