HDPBX Mutual Fund

NAV$30.95

Returns Overview

1 Month
+1.04%
3 Months
+14.73%
6 Months
+8.64%
YTD
+7.49%
1 Year
+22.50%
3 Years (annualized)
+28.03%
5 Years (annualized)
+19.81%
10 Years (annualized)
+17.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDPBX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+9.51%
vs Peers
-2.02%

HDPBX Mutual Fund Performance

HDPBX performance across multiple time periods: 1-month 1.04%, YTD 7.49%, 1-year 22.50%, 3-year 28.03%, 5-year 19.81%, 10-year 17.66%.

HDPBX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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