HDSAX Mutual Fund

HDSAX Mutual Fund

NAV$25.67
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Returns Overview

1 Month
-5.61%
3 Months
+4.38%
6 Months
+20.02%
YTD
+24.31%
1 Year
+36.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDSAX 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)
+24.31%
Peer Avg (YTD)
+15.31%
vs Peers
+9.00%

HDSAX Mutual Fund Performance

HDSAX performance across multiple time periods: 1-month -5.61%, YTD 24.31%, 1-year 36.82%.

HDSAX 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.

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