HDPMX Mutual Fund

HDPMX Mutual Fund

NAV$95.79
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Returns Overview

1 Month
+2.11%
3 Months
-0.09%
6 Months
+15.86%
YTD
+24.44%
1 Year
+28.01%
3 Years (annualized)
+24.97%
5 Years (annualized)
+12.81%
10 Years (annualized)
+12.35%

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)
+24.44%
Peer Avg (YTD)
+9.89%
vs Peers
+14.55%

HDPMX Mutual Fund Performance

HDPMX performance across multiple time periods: 1-month 2.11%, YTD 24.44%, 1-year 28.01%, 3-year 24.97%, 5-year 12.81%, 10-year 12.35%.

HDPMX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.19%, 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.