HFDCX Mutual Fund

HFDCX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
-2.99%
3 Months
-3.22%
6 Months
+10.85%
YTD
+12.61%
1 Year
+31.04%
3 Years (annualized)
+17.42%
5 Years (annualized)
+12.98%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDCX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.61%
Peer Avg (YTD)
+6.72%
vs Peers
+5.89%

HFDCX Mutual Fund Performance

HFDCX performance across multiple time periods: 1-month -2.99%, YTD 12.61%, 1-year 31.04%, 3-year 17.42%, 5-year 12.98%, 10-year 9.55%.

HFDCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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