HDPMX Mutual Fund

HDPMX Mutual Fund

NAV$92.16
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Returns Overview

1 Month
-9.29%
3 Months
+8.91%
6 Months
+17.21%
YTD
+21.87%
1 Year
+34.67%
3 Years (annualized)
+22.68%
5 Years (annualized)
+12.54%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDPMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.87%
Peer Avg (YTD)
+9.54%
vs Peers
+12.33%

HDPMX Mutual Fund Performance

HDPMX performance across multiple time periods: 1-month -9.29%, YTD 21.87%, 1-year 34.67%, 3-year 22.68%, 5-year 12.54%, 10-year 12.51%.

HDPMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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