HFDRX Mutual Fund

NAV$22.20

Returns Overview

1 Month
+4.51%
3 Months
+14.67%
6 Months
+18.00%
YTD
+16.59%
1 Year
+39.15%
3 Years (annualized)
+17.49%
5 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDRX 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)
+16.59%
Peer Avg (YTD)
+10.82%
vs Peers
+5.78%

HFDRX Mutual Fund Performance

HFDRX performance across multiple time periods: 1-month 4.51%, YTD 16.59%, 1-year 39.15%, 3-year 17.49%, 5-year 10.54%.

HFDRX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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