HDPBX Mutual Fund

HDPBX Mutual Fund

NAV$30.31
See how much of HDPBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.43%
3 Months
+5.03%
6 Months
+6.53%
YTD
+8.18%
1 Year
+19.71%
3 Years (annualized)
+21.75%
5 Years (annualized)
+15.58%
10 Years (annualized)
+15.15%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+9.41%
vs Peers
-1.23%

HDPBX Mutual Fund Performance

HDPBX performance across multiple time periods: 1-month -0.43%, YTD 8.18%, 1-year 19.71%, 3-year 21.75%, 5-year 15.58%, 10-year 15.15%.

HDPBX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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