HDPBX Mutual Fund

HDPBX Mutual Fund

NAV$29.80
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Returns Overview

1 Month
-2.13%
3 Months
-2.55%
6 Months
+11.81%
YTD
+4.75%
1 Year
+9.79%
3 Years (annualized)
+22.57%
5 Years (annualized)
+15.17%
10 Years (annualized)
+15.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDPBX 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 1000 Total Return Index(^RUITR)
This Mutual Fund (YTD)
+4.75%
Peer Avg (YTD)
+9.98%
vs Peers
-5.23%

HDPBX Mutual Fund Performance

HDPBX performance across multiple time periods: 1-month -2.13%, YTD 4.75%, 1-year 9.79%, 3-year 22.57%, 5-year 15.17%, 10-year 15.36%.

HDPBX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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