HFDRX Mutual Fund

HFDRX Mutual Fund

NAV$21.69
See how much of HFDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.93%
3 Months
-3.11%
6 Months
+11.11%
YTD
+12.97%
1 Year
+20.45%
3 Years (annualized)
+14.47%
5 Years (annualized)
+7.99%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+6.72%
vs Peers
+6.25%

HFDRX Mutual Fund Performance

HFDRX performance across multiple time periods: 1-month -2.93%, YTD 12.97%, 1-year 20.45%, 3-year 14.47%, 5-year 7.99%, 10-year 9.99%.

HFDRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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