HMDYX Mutual Fund

HMDYX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
+3.50%
3 Months
+18.64%
6 Months
+12.04%
YTD
+10.68%
1 Year
+24.69%
3 Years (annualized)
+12.82%
5 Years (annualized)
+5.11%
10 Years (annualized)
+14.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMDYX 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)
+10.68%
Peer Avg (YTD)
+10.82%
vs Peers
-0.13%

HMDYX Mutual Fund Performance

HMDYX performance across multiple time periods: 1-month 3.50%, YTD 10.68%, 1-year 24.69%, 3-year 12.82%, 5-year 5.11%, 10-year 14.10%.

HMDYX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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