HFDCX Mutual Fund

NAV$21.07

Returns Overview

1 Month
+4.49%
3 Months
+14.54%
6 Months
+17.77%
YTD
+16.36%
1 Year
+39.07%
3 Years (annualized)
+17.66%
5 Years (annualized)
+14.01%

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
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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.36%
Peer Avg (YTD)
+10.82%
vs Peers
+5.55%

HFDCX Mutual Fund Performance

HFDCX performance across multiple time periods: 1-month 4.49%, YTD 16.36%, 1-year 39.07%, 3-year 17.66%, 5-year 14.01%.

HFDCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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