HDPSX Mutual Fund

HDPSX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
-2.45%
3 Months
-8.11%
6 Months
+17.89%
YTD
+21.02%
1 Year
+23.23%
3 Years (annualized)
+17.04%
5 Years (annualized)
+9.93%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDPSX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.02%
Peer Avg (YTD)
+10.34%
vs Peers
+10.68%

HDPSX Mutual Fund Performance

HDPSX performance across multiple time periods: 1-month -2.45%, YTD 21.02%, 1-year 23.23%, 3-year 17.04%, 5-year 9.93%, 10-year 11.66%.

HDPSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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