HDCAX Mutual Fund

HDCAX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
-1.64%
3 Months
+0.71%
6 Months
+5.42%
YTD
+6.90%
1 Year
+12.69%
3 Years (annualized)
+12.93%
5 Years (annualized)
+5.92%
10 Years (annualized)
+4.64%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+11.41%
vs Peers
-4.51%

HDCAX Mutual Fund Performance

HDCAX performance across multiple time periods: 1-month -1.64%, YTD 6.90%, 1-year 12.69%, 3-year 12.93%, 5-year 5.92%, 10-year 4.64%.

HDCAX returns trail the peer average of 11.41% 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.