HFHRX Mutual Fund

NAV$8.87

Returns Overview

1 Month
+0.06%
3 Months
+1.44%
6 Months
+0.81%
YTD
+0.81%
1 Year
+4.00%
3 Years (annualized)
+6.77%
5 Years (annualized)
+4.13%
10 Years (annualized)
+4.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFHRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan Total Return Index
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+3.23%
vs Peers
-2.41%

HFHRX Mutual Fund Performance

HFHRX performance across multiple time periods: 1-month 0.06%, YTD 0.81%, 1-year 4.00%, 3-year 6.77%, 5-year 4.13%, 10-year 4.35%.

HFHRX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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