HRMDX Mutual Fund

HRMDX Mutual Fund

NAV$14.79
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Returns Overview

1 Month
-5.83%
3 Months
-4.77%
6 Months
+4.66%
YTD
+7.63%
1 Year
+6.85%
3 Years (annualized)
+7.34%
5 Years (annualized)
+6.52%
10 Years (annualized)
+9.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRMDX 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 Value(^RMCCV)
This Mutual Fund (YTD)
+7.63%
Peer Avg (YTD)
+6.72%
vs Peers
+0.91%

HRMDX Mutual Fund Performance

HRMDX performance across multiple time periods: 1-month -5.83%, YTD 7.63%, 1-year 6.85%, 3-year 7.34%, 5-year 6.52%, 10-year 9.72%.

HRMDX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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