HDMBX Mutual Fund

HDMBX Mutual Fund

NAV$18.98
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Returns Overview

1 Month
-5.87%
3 Months
+5.61%
6 Months
+9.99%
YTD
+10.39%
1 Year
+25.29%
3 Years (annualized)
+13.15%
5 Years (annualized)
+2.03%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDMBX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+15.31%
vs Peers
-4.92%

HDMBX Mutual Fund Performance

HDMBX performance across multiple time periods: 1-month -5.87%, YTD 10.39%, 1-year 25.29%, 3-year 13.15%, 5-year 2.03%, 10-year 11.50%.

HDMBX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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