HHDFX Mutual Fund

HHDFX Mutual Fund

NAV$39.38
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Returns Overview

1 Month
+1.01%
3 Months
+3.67%
6 Months
+8.69%
YTD
+11.89%
1 Year
+17.06%
3 Years (annualized)
+14.43%
5 Years (annualized)
+11.66%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHDFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+11.89%
Peer Avg (YTD)
+11.41%
vs Peers
+0.47%

HHDFX Mutual Fund Performance

HHDFX performance across multiple time periods: 1-month 1.01%, YTD 11.89%, 1-year 17.06%, 3-year 14.43%, 5-year 11.66%, 10-year 11.22%.

HHDFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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