HFZSX Mutual Fund

NAV$7.39

Returns Overview

1 Month
+0.81%
3 Months
+4.43%
6 Months
+2.71%
YTD
+2.71%
1 Year
+10.52%
3 Years (annualized)
+10.09%
5 Years (annualized)
+3.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFZSX 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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+3.07%
vs Peers
-0.36%

HFZSX Mutual Fund Performance

HFZSX performance across multiple time periods: 1-month 0.81%, YTD 2.71%, 1-year 10.52%, 3-year 10.09%, 5-year 3.40%.

HFZSX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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