HFKCX Mutual Fund

HFKCX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+3.52%
3 Months
-1.07%
6 Months
-1.88%
YTD
-1.62%
1 Year
-1.77%
3 Years (annualized)
+3.92%
5 Years (annualized)
-0.70%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFKCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.62%
Peer Avg (YTD)
-0.30%
vs Peers
-1.32%

HFKCX Mutual Fund Performance

HFKCX performance across multiple time periods: 1-month 3.52%, YTD -1.62%, 1-year -1.77%, 3-year 3.92%, 5-year -0.70%, 10-year 0.59%.

HFKCX returns trail the peer average of -0.30% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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