HFQAX Mutual Fund

HFQAX Mutual Fund

NAV$8.02
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Returns Overview

1 Month
-2.91%
3 Months
+1.46%
6 Months
+8.95%
YTD
+14.35%
1 Year
+22.05%
3 Years (annualized)
+20.15%
5 Years (annualized)
+11.82%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQAX 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
MSCI ACWI ex-US High Div Yld
This Mutual Fund (YTD)
+14.35%
Peer Avg (YTD)
+9.89%
vs Peers
+4.46%

HFQAX Mutual Fund Performance

HFQAX performance across multiple time periods: 1-month -2.91%, YTD 14.35%, 1-year 22.05%, 3-year 20.15%, 5-year 11.82%, 10-year 8.47%.

HFQAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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