HUMDX Mutual Fund

HUMDX Mutual Fund

NAV$19.05
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Returns Overview

1 Month
-1.52%
3 Months
+3.40%
6 Months
+9.19%
YTD
+13.52%
1 Year
+20.10%
3 Years (annualized)
+12.60%
5 Years (annualized)
+7.22%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUMDX 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 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
+13.52%
Peer Avg (YTD)
+9.89%
vs Peers
+3.63%

HUMDX Mutual Fund Performance

HUMDX performance across multiple time periods: 1-month -1.52%, YTD 13.52%, 1-year 20.10%, 3-year 12.60%, 5-year 7.22%, 10-year 7.70%.

HUMDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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