HDPSX Mutual Fund

HDPSX Mutual Fund

NAV$25.09
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Returns Overview

1 Month
-0.04%
3 Months
-2.68%
6 Months
+1.58%
YTD
+20.98%
1 Year
+25.78%
3 Years (annualized)
+21.36%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.77%

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)
+20.98%
Peer Avg (YTD)
+12.21%
vs Peers
+8.77%

HDPSX Mutual Fund Performance

HDPSX performance across multiple time periods: 1-month -0.04%, YTD 20.98%, 1-year 25.78%, 3-year 21.36%, 5-year 8.80%, 10-year 11.77%.

HDPSX returns outperform the peer average of 12.21% 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.