HDPMX Mutual Fund

NAV$97.09

Returns Overview

1 Month
+7.87%
3 Months
+36.23%
6 Months
+34.36%
YTD
+31.78%
1 Year
+52.17%
3 Years (annualized)
+32.38%
5 Years (annualized)
+15.32%
10 Years (annualized)
+16.80%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+31.78%
Peer Avg (YTD)
+10.82%
vs Peers
+20.97%

HDPMX Mutual Fund Performance

HDPMX performance across multiple time periods: 1-month 7.87%, YTD 31.78%, 1-year 52.17%, 3-year 32.38%, 5-year 15.32%, 10-year 16.80%.

HDPMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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