HFQCX Mutual Fund

HFQCX Mutual Fund

NAV$7.84
See how much of HFQCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.02%
3 Months
+1.31%
6 Months
+8.51%
YTD
+13.81%
1 Year
+21.25%
3 Years (annualized)
+11.63%
5 Years (annualized)
+3.64%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQCX 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
MSCI ACWI ex-US High Div Yld
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+9.89%
vs Peers
+3.92%

HFQCX Mutual Fund Performance

HFQCX performance across multiple time periods: 1-month -3.02%, YTD 13.81%, 1-year 21.25%, 3-year 11.63%, 5-year 3.64%, 10-year 1.20%.

HFQCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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