HNMDX Mutual Fund

HNMDX Mutual Fund

NAV$14.90
See how much of HNMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.85%
3 Months
-4.74%
6 Months
+4.78%
YTD
+7.82%
1 Year
+7.01%
3 Years (annualized)
+7.61%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNMDX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+6.72%
vs Peers
+1.10%

HNMDX Mutual Fund Performance

HNMDX performance across multiple time periods: 1-month -5.85%, YTD 7.82%, 1-year 7.01%, 3-year 7.61%, 5-year 6.80%, 10-year 10.00%.

HNMDX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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