HFSIX Mutual Fund

HFSIX Mutual Fund

NAV$18.35
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Returns Overview

1 Month
-4.79%
3 Months
+4.39%
6 Months
+9.12%
YTD
+9.52%
1 Year
+18.00%
3 Years (annualized)
+23.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFSIX 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 Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+9.52%
Peer Avg (YTD)
+9.98%
vs Peers
-0.47%

HFSIX Mutual Fund Performance

HFSIX performance across multiple time periods: 1-month -4.79%, YTD 9.52%, 1-year 18.00%, 3-year 23.48%.

HFSIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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