HDSIX Mutual Fund

NAV$29.29

Returns Overview

1 Month
+4.87%
3 Months
+28.41%
6 Months
+35.38%
YTD
+31.92%
1 Year
+50.96%
3 Years (annualized)
+25.06%
5 Years (annualized)
+17.92%
10 Years (annualized)
+16.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDSIX 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

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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)
+31.92%
Peer Avg (YTD)
+18.52%
vs Peers
+13.40%

HDSIX Mutual Fund Performance

HDSIX performance across multiple time periods: 1-month 4.87%, YTD 31.92%, 1-year 50.96%, 3-year 25.06%, 5-year 17.92%, 10-year 16.84%.

HDSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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