HHDFX Mutual Fund

NAV$40.19
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Returns Overview

1 Month
+2.32%
3 Months
+10.73%
6 Months
+11.47%
YTD
+10.76%
1 Year
+16.37%
3 Years (annualized)
+15.40%
5 Years (annualized)
+11.72%
10 Years (annualized)
+11.73%

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
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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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+9.49%
vs Peers
+1.27%

HHDFX Mutual Fund Performance

HHDFX performance across multiple time periods: 1-month 2.32%, YTD 10.76%, 1-year 16.37%, 3-year 15.40%, 5-year 11.72%, 10-year 11.73%.

HHDFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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