HDMBX Mutual Fund

HDMBX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
-6.01%
3 Months
-9.79%
6 Months
+12.53%
YTD
+5.80%
1 Year
+13.85%
3 Years (annualized)
+15.26%
5 Years (annualized)
+2.12%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDMBX 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
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+10.34%
vs Peers
-4.54%

HDMBX Mutual Fund Performance

HDMBX performance across multiple time periods: 1-month -6.01%, YTD 5.80%, 1-year 13.85%, 3-year 15.26%, 5-year 2.12%, 10-year 11.70%.

HDMBX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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