HFMDX Mutual Fund

NAV$26.89

Returns Overview

1 Month
+3.57%
3 Months
+23.78%
6 Months
+22.06%
YTD
+18.96%
1 Year
+28.31%
3 Years (annualized)
+32.85%
5 Years (annualized)
+27.11%
10 Years (annualized)
+19.70%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.96%
Peer Avg (YTD)
+18.52%
vs Peers
+0.43%

HFMDX Mutual Fund Performance

HFMDX performance across multiple time periods: 1-month 3.57%, YTD 18.96%, 1-year 28.31%, 3-year 32.85%, 5-year 27.11%, 10-year 19.70%.

HFMDX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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