HDBCX Mutual Fund

HDBCX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+1.24%
3 Months
-1.14%
6 Months
-1.84%
YTD
-1.76%
1 Year
-1.69%
3 Years (annualized)
+5.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDBCX 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
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📉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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.76%
Peer Avg (YTD)
-0.75%
vs Peers
-1.02%

HDBCX Mutual Fund Performance

HDBCX performance across multiple time periods: 1-month 1.24%, YTD -1.76%, 1-year -1.69%, 3-year 5.84%.

HDBCX returns trail the peer average of -0.75% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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