HDPSX Mutual Fund

HDPSX Mutual Fund

NAV$25.92
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Returns Overview

1 Month
-5.61%
3 Months
+4.38%
6 Months
+20.02%
YTD
+27.64%
1 Year
+36.82%
3 Years (annualized)
+15.73%
5 Years (annualized)
+10.15%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDPSX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+27.64%
Peer Avg (YTD)
+15.31%
vs Peers
+12.33%

HDPSX Mutual Fund Performance

HDPSX performance across multiple time periods: 1-month -5.61%, YTD 27.64%, 1-year 36.82%, 3-year 15.73%, 5-year 10.15%, 10-year 11.65%.

HDPSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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