HFDTX Mutual Fund

NAV$23.12

Returns Overview

1 Month
+4.56%
3 Months
+14.83%
6 Months
+18.34%
YTD
+16.87%
1 Year
+39.52%
3 Years (annualized)
+18.11%
5 Years (annualized)
+11.17%

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
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)
+16.87%
Peer Avg (YTD)
+10.82%
vs Peers
+6.05%

HFDTX Mutual Fund Performance

HFDTX performance across multiple time periods: 1-month 4.56%, YTD 16.87%, 1-year 39.52%, 3-year 18.11%, 5-year 11.17%.

HFDTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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