HFMDX Mutual Fund

HFMDX Mutual Fund

NAV$24.35
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Returns Overview

1 Month
-5.21%
3 Months
-15.19%
6 Months
+4.98%
YTD
+0.89%
1 Year
+4.35%
3 Years (annualized)
+17.58%
5 Years (annualized)
+15.16%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMDX 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 Index(SPX)
This Mutual Fund (YTD)
+0.89%
Peer Avg (YTD)
+10.34%
vs Peers
-9.45%

HFMDX Mutual Fund Performance

HFMDX performance across multiple time periods: 1-month -5.21%, YTD 0.89%, 1-year 4.35%, 3-year 17.58%, 5-year 15.16%, 10-year 13.50%.

HFMDX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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