HDCAX Mutual Fund

HDCAX Mutual Fund

NAV$11.51
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Returns Overview

1 Month
+1.14%
3 Months
-1.70%
6 Months
+6.33%
YTD
+8.12%
1 Year
+13.42%
3 Years (annualized)
+14.04%
5 Years (annualized)
+5.87%
10 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDCAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+12.44%
vs Peers
-4.32%

HDCAX Mutual Fund Performance

HDCAX performance across multiple time periods: 1-month 1.14%, YTD 8.12%, 1-year 13.42%, 3-year 14.04%, 5-year 5.87%, 10-year 5.01%.

HDCAX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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