HUDIX Mutual Fund

HUDIX Mutual Fund

NAV$28.24
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Returns Overview

1 Month
-5.13%
3 Months
-0.22%
6 Months
+6.16%
YTD
+4.67%
1 Year
+8.34%
3 Years (annualized)
+16.41%
5 Years (annualized)
+10.73%
10 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUDIX 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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+10.00%
vs Peers
-5.32%

HUDIX Mutual Fund Performance

HUDIX performance across multiple time periods: 1-month -5.13%, YTD 4.67%, 1-year 8.34%, 3-year 16.41%, 5-year 10.73%, 10-year 10.81%.

HUDIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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