HFMCX Mutual Fund

NAV$21.10

Returns Overview

1 Month
+3.47%
3 Months
+18.56%
6 Months
+11.94%
YTD
+10.53%
1 Year
+30.70%
3 Years (annualized)
+14.40%
5 Years (annualized)
+6.28%
10 Years (annualized)
+15.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+10.82%
vs Peers
-0.28%

HFMCX Mutual Fund Performance

HFMCX performance across multiple time periods: 1-month 3.47%, YTD 10.53%, 1-year 30.70%, 3-year 14.40%, 5-year 6.28%, 10-year 15.15%.

HFMCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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