HFSAX Mutual Fund

HFSAX Mutual Fund

NAV$24.85
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Returns Overview

1 Month
+0.61%
3 Months
+2.02%
6 Months
+3.90%
YTD
+2.99%
1 Year
+6.32%
3 Years (annualized)
+9.04%
5 Years (annualized)
+3.43%
10 Years (annualized)
+8.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFSAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+4.96%
vs Peers
-1.97%

HFSAX Mutual Fund Performance

HFSAX performance across multiple time periods: 1-month 0.61%, YTD 2.99%, 1-year 6.32%, 3-year 9.04%, 5-year 3.43%, 10-year 8.05%.

HFSAX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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