HFMDX Mutual Fund

HFMDX Mutual Fund

NAV$25.44
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Returns Overview

1 Month
-6.15%
3 Months
+0.11%
6 Months
+10.24%
YTD
+14.55%
1 Year
+23.47%
3 Years (annualized)
+17.65%
5 Years (annualized)
+16.25%
10 Years (annualized)
+13.83%

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)
+14.55%
Peer Avg (YTD)
+15.31%
vs Peers
-0.76%

HFMDX Mutual Fund Performance

HFMDX performance across multiple time periods: 1-month -6.15%, YTD 14.55%, 1-year 23.47%, 3-year 17.65%, 5-year 16.25%, 10-year 13.83%.

HFMDX returns trail the peer average of 15.31% 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.