HFDTX Mutual Fund

HFDTX Mutual Fund

NAV$22.62
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Returns Overview

1 Month
-2.90%
3 Months
-2.98%
6 Months
+11.41%
YTD
+13.38%
1 Year
+21.15%
3 Years (annualized)
+15.15%
5 Years (annualized)
+8.63%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDTX 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)
+13.38%
Peer Avg (YTD)
+6.72%
vs Peers
+6.66%

HFDTX Mutual Fund Performance

HFDTX performance across multiple time periods: 1-month -2.90%, YTD 13.38%, 1-year 21.15%, 3-year 15.15%, 5-year 8.63%, 10-year 10.63%.

HFDTX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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