HFQRX Mutual Fund

NAV$8.18

Returns Overview

1 Month
-0.12%
3 Months
+4.47%
6 Months
+4.34%
YTD
+10.84%
1 Year
+25.40%
3 Years (annualized)
+18.67%
5 Years (annualized)
+11.63%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFQRX 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

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)
+10.84%
Peer Avg (YTD)
+8.71%
vs Peers
+2.13%

HFQRX Mutual Fund Performance

HFQRX performance across multiple time periods: 1-month -0.12%, YTD 10.84%, 1-year 25.40%, 3-year 18.67%, 5-year 11.63%, 10-year 9.25%.

HFQRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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