HIMDX Mutual Fund

HIMDX Mutual Fund

NAV$25.73
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Returns Overview

1 Month
-5.16%
3 Months
-15.10%
6 Months
+5.18%
YTD
+1.16%
1 Year
+4.70%
3 Years (annualized)
+18.00%
5 Years (annualized)
+15.57%
10 Years (annualized)
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMDX 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)
+1.16%
Peer Avg (YTD)
+10.34%
vs Peers
-9.18%

HIMDX Mutual Fund Performance

HIMDX performance across multiple time periods: 1-month -5.16%, YTD 1.16%, 1-year 4.70%, 3-year 18.00%, 5-year 15.57%, 10-year 13.91%.

HIMDX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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