HFLSX Mutual Fund

NAV$7.50

Returns Overview

1 Month
-0.10%
3 Months
+2.17%
6 Months
+1.18%
YTD
+1.18%
1 Year
+3.29%
3 Years (annualized)
+6.20%
5 Years (annualized)
+4.22%
10 Years (annualized)
+4.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFLSX 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)
+1.18%
Peer Avg (YTD)
+3.23%
vs Peers
-2.05%

HFLSX Mutual Fund Performance

HFLSX performance across multiple time periods: 1-month -0.10%, YTD 1.18%, 1-year 3.29%, 3-year 6.20%, 5-year 4.22%, 10-year 4.33%.

HFLSX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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