HDCEX Mutual Fund

HDCEX Mutual Fund

NAV$11.24
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Returns Overview

1 Month
+1.08%
3 Months
-1.84%
6 Months
+5.91%
YTD
+7.64%
1 Year
+12.62%
3 Years (annualized)
+13.24%
5 Years (annualized)
+5.17%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDCEX 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)
+7.64%
Peer Avg (YTD)
+12.44%
vs Peers
-4.79%

HDCEX Mutual Fund Performance

HDCEX performance across multiple time periods: 1-month 1.08%, YTD 7.64%, 1-year 12.62%, 3-year 13.24%, 5-year 5.17%, 10-year 4.30%.

HDCEX returns trail the peer average of 12.44% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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