HFDFX Mutual Fund

HFDFX Mutual Fund

NAV$22.12
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Returns Overview

1 Month
+3.71%
3 Months
+1.66%
6 Months
+6.38%
YTD
+17.77%
1 Year
+22.95%
3 Years (annualized)
+19.49%
5 Years (annualized)
+8.74%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDFX 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)
+17.77%
Peer Avg (YTD)
+8.01%
vs Peers
+9.76%

HFDFX Mutual Fund Performance

HFDFX performance across multiple time periods: 1-month 3.71%, YTD 17.77%, 1-year 22.95%, 3-year 19.49%, 5-year 8.74%, 10-year 10.76%.

HFDFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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