HDSAX Mutual Fund

NAV$26.68
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Returns Overview

1 Month
+4.85%
3 Months
+28.30%
6 Months
+35.24%
YTD
+31.71%

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
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📉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

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

HDSAX Mutual Fund Performance

HDSAX performance across multiple time periods: 1-month 4.85%, YTD 31.71%.

HDSAX 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.

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