HFLYX Mutual Fund

HFLYX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
-0.12%
3 Months
+1.65%
6 Months
+3.93%
YTD
+2.94%
1 Year
+3.91%
3 Years (annualized)
+6.23%
5 Years (annualized)
+4.49%
10 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLYX 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)
+2.94%
Peer Avg (YTD)
+0.50%
vs Peers
+2.44%

HFLYX Mutual Fund Performance

HFLYX performance across multiple time periods: 1-month -0.12%, YTD 2.94%, 1-year 3.91%, 3-year 6.23%, 5-year 4.49%, 10-year 4.36%.

HFLYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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