HFYCX Mutual Fund

HFYCX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-2.05%
3 Months
+1.84%
6 Months
+13.00%
YTD
+17.04%
1 Year
+31.46%
3 Years (annualized)
+24.53%
5 Years (annualized)
+12.73%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFYCX 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 USA Value Index(^NU106037)
This Mutual Fund (YTD)
+17.04%
Peer Avg (YTD)
+9.89%
vs Peers
+7.15%

HFYCX Mutual Fund Performance

HFYCX performance across multiple time periods: 1-month -2.05%, YTD 17.04%, 1-year 31.46%, 3-year 24.53%, 5-year 12.73%, 10-year 9.20%.

HFYCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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