HFMDX Mutual Fund

HFMDX Mutual Fund

NAV$23.87
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Returns Overview

1 Month
+0.80%
3 Months
-8.91%
6 Months
-8.80%
YTD
+1.69%
1 Year
+4.59%
3 Years (annualized)
+18.28%
5 Years (annualized)
+14.28%
10 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFMDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+12.21%
vs Peers
-10.52%

HFMDX Mutual Fund Performance

HFMDX performance across multiple time periods: 1-month 0.80%, YTD 1.69%, 1-year 4.59%, 3-year 18.28%, 5-year 14.28%, 10-year 13.32%.

HFMDX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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