HADRX Mutual Fund

HADRX Mutual Fund

NAV$92.94
See how much of HADRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.82%
3 Months
+2.59%
6 Months
+6.26%
YTD
+7.24%
1 Year
+11.68%
3 Years (annualized)
+12.54%
5 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HADRX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+4.75%
vs Peers
+2.49%

HADRX Mutual Fund Performance

HADRX performance across multiple time periods: 1-month 1.82%, YTD 7.24%, 1-year 11.68%, 3-year 12.54%, 5-year 8.25%.

HADRX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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