HFLIX Mutual Fund

NAV$7.41

Returns Overview

1 Month
-0.09%
3 Months
+2.24%
6 Months
+1.28%
YTD
+1.28%
1 Year
+3.61%
3 Years (annualized)
+6.29%
5 Years (annualized)
+4.19%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLIX 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)
+1.28%
Peer Avg (YTD)
+3.23%
vs Peers
-1.95%

HFLIX Mutual Fund Performance

HFLIX performance across multiple time periods: 1-month -0.09%, YTD 1.28%, 1-year 3.61%, 3-year 6.29%, 5-year 4.19%, 10-year 4.43%.

HFLIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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