HFLTX Mutual Fund

HFLTX Mutual Fund

NAV$7.36
See how much of HFLTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.12%
3 Months
+1.50%
6 Months
+3.77%
YTD
+2.78%
1 Year
+3.70%
3 Years (annualized)
+6.15%
5 Years (annualized)
+4.43%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLTX 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
PROUpgrade to run

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)
+2.78%
Peer Avg (YTD)
+0.50%
vs Peers
+2.28%

HFLTX Mutual Fund Performance

HFLTX performance across multiple time periods: 1-month -0.12%, YTD 2.78%, 1-year 3.70%, 3-year 6.15%, 5-year 4.43%, 10-year 4.30%.

HFLTX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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