HMDYX Mutual Fund

HMDYX Mutual Fund

NAV$30.12
See how much of HMDYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.90%
3 Months
-4.76%
6 Months
+2.20%
YTD
+3.10%
1 Year
-2.34%
3 Years (annualized)
+4.83%
5 Years (annualized)
-1.00%
10 Years (annualized)
+7.66%

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
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)
+3.10%
Peer Avg (YTD)
+9.89%
vs Peers
-6.79%

HMDYX Mutual Fund Performance

HMDYX performance across multiple time periods: 1-month 0.90%, YTD 3.10%, 1-year -2.34%, 3-year 4.83%, 5-year -1.00%, 10-year 7.66%.

HMDYX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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