HFMRX Mutual Fund

NAV$25.52

Returns Overview

1 Month
+3.45%
3 Months
+18.43%
6 Months
+11.73%
YTD
+10.34%
1 Year
+26.97%
3 Years (annualized)
+13.04%
5 Years (annualized)
+7.19%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMRX 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)
+10.34%
Peer Avg (YTD)
+10.82%
vs Peers
-0.47%

HFMRX Mutual Fund Performance

HFMRX performance across multiple time periods: 1-month 3.45%, YTD 10.34%, 1-year 26.97%, 3-year 13.04%, 5-year 7.19%, 10-year 12.93%.

HFMRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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