HFQTX Mutual Fund

HFQTX Mutual Fund

NAV$7.98
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Returns Overview

1 Month
-3.00%
3 Months
+1.50%
6 Months
+8.93%
YTD
+14.40%
1 Year
+22.19%
3 Years (annualized)
+20.40%
5 Years (annualized)
+12.05%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQTX 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)
+14.40%
Peer Avg (YTD)
+9.89%
vs Peers
+4.51%

HFQTX Mutual Fund Performance

HFQTX performance across multiple time periods: 1-month -3.00%, YTD 14.40%, 1-year 22.19%, 3-year 20.40%, 5-year 12.05%, 10-year 9.00%.

HFQTX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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