HFMSX Mutual Fund

HFMSX Mutual Fund

NAV$27.10
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Returns Overview

1 Month
-1.06%
3 Months
-9.02%
6 Months
+7.86%
YTD
+0.56%
1 Year
-2.67%
3 Years (annualized)
+4.52%
5 Years (annualized)
-1.31%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+6.72%
vs Peers
-6.16%

HFMSX Mutual Fund Performance

HFMSX performance across multiple time periods: 1-month -1.06%, YTD 0.56%, 1-year -2.67%, 3-year 4.52%, 5-year -1.31%, 10-year 7.30%.

HFMSX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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