HFDSX Mutual Fund

HFDSX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-2.93%
3 Months
-3.06%
6 Months
+11.24%
YTD
+13.17%
1 Year
+20.82%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.34%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDSX 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)
+13.17%
Peer Avg (YTD)
+6.72%
vs Peers
+6.45%

HFDSX Mutual Fund Performance

HFDSX performance across multiple time periods: 1-month -2.93%, YTD 13.17%, 1-year 20.82%, 3-year 14.82%, 5-year 8.34%, 10-year 10.33%.

HFDSX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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