HDIXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.26%
3 Months
+0.78%
6 Months
+1.57%
YTD
+1.57%
1 Year
+3.44%
3 Years (annualized)
+3.91%
5 Years (annualized)
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDIXX 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
ICE BofA 15 Year US Total Returneasury Index(^ICEBAYUSTRI)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+1.70%
vs Peers
-0.13%

HDIXX Mutual Fund Performance

HDIXX performance across multiple time periods: 1-month 0.26%, YTD 1.57%, 1-year 3.44%, 3-year 3.91%, 5-year 2.92%.

HDIXX returns trail the peer average of 1.70% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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