HDCTX Mutual Fund

NAV$11.92

Returns Overview

1 Month
-1.18%
3 Months
+10.44%
6 Months
+8.94%
YTD
+8.74%
1 Year
+16.16%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.85%
10 Years (annualized)
+5.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDCTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+9.49%
vs Peers
-0.75%

HDCTX Mutual Fund Performance

HDCTX performance across multiple time periods: 1-month -1.18%, YTD 8.74%, 1-year 16.16%, 3-year 14.36%, 5-year 6.85%, 10-year 5.11%.

HDCTX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

HDCTX performance comparison shows side-by-side returns with another fund. HDCTX alternatives are available in the Mutual Fund Screener.