HFDTX Mutual Fund

HFDTX Mutual Fund

NAV$22.04
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Returns Overview

1 Month
+3.72%
3 Months
+1.62%
6 Months
+6.36%
YTD
+17.59%
1 Year
+22.79%
3 Years (annualized)
+19.34%
5 Years (annualized)
+8.62%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDTX 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)
+17.59%
Peer Avg (YTD)
+8.01%
vs Peers
+9.59%

HFDTX Mutual Fund Performance

HFDTX performance across multiple time periods: 1-month 3.72%, YTD 17.59%, 1-year 22.79%, 3-year 19.34%, 5-year 8.62%, 10-year 10.84%.

HFDTX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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