HDPSX Mutual Fund

NAV$26.33

Returns Overview

1 Month
+4.85%
3 Months
+28.30%
6 Months
+35.24%
YTD
+31.71%
1 Year
+50.56%
3 Years (annualized)
+25.15%
5 Years (annualized)
+18.09%
10 Years (annualized)
+16.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+31.71%
Peer Avg (YTD)
+18.52%
vs Peers
+13.18%

HDPSX Mutual Fund Performance

HDPSX performance across multiple time periods: 1-month 4.85%, YTD 31.71%, 1-year 50.56%, 3-year 25.15%, 5-year 18.09%, 10-year 16.78%.

HDPSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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