HFZCX Mutual Fund

HFZCX Mutual Fund

NAV$6.93
See how much of HFZCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
-2.89%
6 Months
-2.85%
YTD
-1.87%
1 Year
-0.20%
3 Years (annualized)
+9.12%
5 Years (annualized)
+2.28%
10 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZCX 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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
+1.06%
vs Peers
-2.93%

HFZCX Mutual Fund Performance

HFZCX performance across multiple time periods: 1-month -0.43%, YTD -1.87%, 1-year -0.20%, 3-year 9.12%, 5-year 2.28%, 10-year 1.92%.

HFZCX returns trail the peer average of 1.06% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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