HHDFX Mutual Fund

HHDFX Mutual Fund

NAV$37.76
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Returns Overview

1 Month
-6.60%
3 Months
-6.72%
6 Months
+3.29%
YTD
+3.32%
1 Year
+4.55%
3 Years (annualized)
+14.80%
5 Years (annualized)
+11.05%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHDFX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+10.00%
vs Peers
-6.68%

HHDFX Mutual Fund Performance

HHDFX performance across multiple time periods: 1-month -6.60%, YTD 3.32%, 1-year 4.55%, 3-year 14.80%, 5-year 11.05%, 10-year 11.23%.

HHDFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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