HFMSX Mutual Fund

HFMSX Mutual Fund

NAV$25.14
See how much of HFMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.33%
3 Months
-5.54%
6 Months
-7.01%
YTD
-3.61%
1 Year
-6.40%
3 Years (annualized)
+6.47%
5 Years (annualized)
-2.54%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-3.61%
Peer Avg (YTD)
+10.76%
vs Peers
-14.38%

HFMSX Mutual Fund Performance

HFMSX performance across multiple time periods: 1-month -5.33%, YTD -3.61%, 1-year -6.40%, 3-year 6.47%, 5-year -2.54%, 10-year 6.87%.

HFMSX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

HFMSX vs another fund shows side-by-side returns. HFMSX alternatives are available in the Mutual Fund Screener.