HFDRX Mutual Fund

HFDRX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
+3.64%
3 Months
+1.45%
6 Months
+6.02%
YTD
+17.08%
1 Year
+22.07%
3 Years (annualized)
+18.63%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.20%

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
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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)
+17.08%
Peer Avg (YTD)
+8.01%
vs Peers
+9.07%

HFDRX Mutual Fund Performance

HFDRX performance across multiple time periods: 1-month 3.64%, YTD 17.08%, 1-year 22.07%, 3-year 18.63%, 5-year 7.97%, 10-year 10.20%.

HFDRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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