HFMIX Mutual Fund

NAV$22.78

Returns Overview

1 Month
+3.51%
3 Months
+18.66%
6 Months
+12.06%
YTD
+10.67%
1 Year
+29.50%
3 Years (annualized)
+14.25%
5 Years (annualized)
+6.21%
10 Years (annualized)
+15.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMIX 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
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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)
+10.67%
Peer Avg (YTD)
+10.82%
vs Peers
-0.14%

HFMIX Mutual Fund Performance

HFMIX performance across multiple time periods: 1-month 3.51%, YTD 10.67%, 1-year 29.50%, 3-year 14.25%, 5-year 6.21%, 10-year 15.14%.

HFMIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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