HFCIX Mutual Fund

NAV$38.66

Returns Overview

1 Month
+0.46%
3 Months
+13.19%
6 Months
+11.85%
YTD
+8.89%
1 Year
+63.48%
3 Years (annualized)
+45.79%
5 Years (annualized)
+30.28%
10 Years (annualized)
+25.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFCIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+10.82%
vs Peers
-1.93%

HFCIX Mutual Fund Performance

HFCIX performance across multiple time periods: 1-month 0.46%, YTD 8.89%, 1-year 63.48%, 3-year 45.79%, 5-year 30.28%, 10-year 25.16%.

HFCIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

HFCIX performance comparison shows side-by-side returns with another fund. HFCIX alternatives are available in the Mutual Fund Screener.