HMDCX Mutual Fund

HMDCX Mutual Fund

NAV$20.51
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Returns Overview

1 Month
+0.80%
3 Months
-5.04%
6 Months
+1.61%
YTD
+2.39%
1 Year
-3.39%
3 Years (annualized)
+30.70%
5 Years (annualized)
+12.52%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMDCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+9.89%
vs Peers
-7.50%

HMDCX Mutual Fund Performance

HMDCX performance across multiple time periods: 1-month 0.80%, YTD 2.39%, 1-year -3.39%, 3-year 30.70%, 5-year 12.52%, 10-year 14.16%.

HMDCX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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