HFDCX Mutual Fund

HFDCX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
-1.07%
3 Months
+4.38%
6 Months
+12.49%
YTD
+16.50%
1 Year
+24.07%
3 Years (annualized)
+13.38%
5 Years (annualized)
+7.83%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+9.54%
vs Peers
+6.96%

HFDCX Mutual Fund Performance

HFDCX performance across multiple time periods: 1-month -1.07%, YTD 16.50%, 1-year 24.07%, 3-year 13.38%, 5-year 7.83%, 10-year 9.55%.

HFDCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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