HFYSX Mutual Fund

HFYSX Mutual Fund

NAV$15.82
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Returns Overview

1 Month
-1.96%
3 Months
+2.06%
6 Months
+13.45%
YTD
+17.73%
1 Year
+32.42%
3 Years (annualized)
+25.43%
5 Years (annualized)
+13.50%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFYSX 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)
+17.73%
Peer Avg (YTD)
+9.89%
vs Peers
+7.84%

HFYSX Mutual Fund Performance

HFYSX performance across multiple time periods: 1-month -1.96%, YTD 17.73%, 1-year 32.42%, 3-year 25.43%, 5-year 13.50%, 10-year 9.98%.

HFYSX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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