HMDFX Mutual Fund

HMDFX Mutual Fund

NAV$21.75
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Returns Overview

1 Month
-8.82%
3 Months
-1.50%
6 Months
+1.45%
YTD
+2.24%
1 Year
-2.28%
3 Years (annualized)
+3.21%
5 Years (annualized)
-0.94%
10 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMDFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+9.54%
vs Peers
-7.30%

HMDFX Mutual Fund Performance

HMDFX performance across multiple time periods: 1-month -8.82%, YTD 2.24%, 1-year -2.28%, 3-year 3.21%, 5-year -0.94%, 10-year 7.63%.

HMDFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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