HFQAX Mutual Fund

NAV$8.09

Returns Overview

1 Month
+0.37%
3 Months
+2.41%
6 Months
+5.20%
YTD
+10.07%
1 Year
+24.81%
3 Years (annualized)
+18.12%
5 Years (annualized)
+11.16%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex-US High Div Yld
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+8.71%
vs Peers
+1.35%

HFQAX Mutual Fund Performance

HFQAX performance across multiple time periods: 1-month 0.37%, YTD 10.07%, 1-year 24.81%, 3-year 18.12%, 5-year 11.16%, 10-year 8.82%.

HFQAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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