| HFQRX | |
|---|---|
| Total return | +132.46% |
| Annualised (CAGR) | +8.80% |
| Volatility (annualised) | +13.69% |
| Sharpe (rf = 0) | 0.64 |
| Deepest drawdown | -34.31% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 4.98% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +132.46% in total (+8.80% a year), with a deepest drawdown of -34.31% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-15.62%), its best 2025 (+30.25%).
| Year | HFQRX |
|---|---|
| 2026 | +12.81% |
| 2025 | +30.25% |
| 2024 | +7.28% |
| 2023 | +10.55% |
| 2022 | -5.99% |
| 2021 | +13.04% |
| 2020 | +1.78% |
| 2019 | +21.93% |
| 2018 | -15.62% |
| 2017 | +19.67% |
| 2016 | +0.17% |
+132.46% in total, which works out to +8.80% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -15.62% (net of fees, dividends reinvested). Its best year was 2025 (+30.25%).
-34.31%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 282 days (about 9.3 months) to climb back to the earlier peak.
Over the last 12 months it distributed 4.98% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say HFQRX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -34.31% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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