HFLCX Mutual Fund

NAV$7.61

Returns Overview

1 Month
-0.15%
3 Months
+1.98%
6 Months
+0.85%
YTD
+0.85%
1 Year
+2.45%
3 Years (annualized)
+5.61%
5 Years (annualized)
+3.52%
10 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLCX 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)
+0.85%
Peer Avg (YTD)
+3.23%
vs Peers
-2.38%

HFLCX Mutual Fund Performance

HFLCX performance across multiple time periods: 1-month -0.15%, YTD 0.85%, 1-year 2.45%, 3-year 5.61%, 5-year 3.52%, 10-year 3.84%.

HFLCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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