HFDYX Mutual Fund

HFDYX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
+0.90%
3 Months
+4.46%
6 Months
+9.45%
YTD
+18.20%
1 Year
+26.10%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.64%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDYX 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)
+18.20%
Peer Avg (YTD)
+9.89%
vs Peers
+8.31%

HFDYX Mutual Fund Performance

HFDYX performance across multiple time periods: 1-month 0.90%, YTD 18.20%, 1-year 26.10%, 3-year 15.16%, 5-year 8.64%, 10-year 10.67%.

HFDYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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