HDBCX Mutual Fund

HDBCX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-2.52%
3 Months
-3.45%
6 Months
-2.32%
YTD
-2.97%
1 Year
-2.77%
3 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDBCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.97%
Peer Avg (YTD)
-1.65%
vs Peers
-1.31%

HDBCX Mutual Fund Performance

HDBCX performance across multiple time periods: 1-month -2.52%, YTD -2.97%, 1-year -2.77%, 3-year 5.19%.

HDBCX returns trail the peer average of -1.65% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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