HDCTX Mutual Fund

HDCTX Mutual Fund

NAV$11.67
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Returns Overview

1 Month
-1.11%
3 Months
-1.54%
6 Months
+8.75%
YTD
+7.07%
1 Year
+7.27%
3 Years (annualized)
+14.30%
5 Years (annualized)
+6.15%
10 Years (annualized)
+5.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDCTX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+10.00%
vs Peers
-2.93%

HDCTX Mutual Fund Performance

HDCTX performance across multiple time periods: 1-month -1.11%, YTD 7.07%, 1-year 7.27%, 3-year 14.30%, 5-year 6.15%, 10-year 5.29%.

HDCTX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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