HNMDX Mutual Fund

HNMDX Mutual Fund

NAV$14.78
See how much of HNMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.13%
3 Months
+5.56%
6 Months
+2.60%
YTD
+15.90%
1 Year
+13.41%
3 Years (annualized)
+7.61%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNMDX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.90%
Peer Avg (YTD)
+9.89%
vs Peers
+6.01%

HNMDX Mutual Fund Performance

HNMDX performance across multiple time periods: 1-month 0.13%, YTD 15.90%, 1-year 13.41%, 3-year 7.61%, 5-year 6.80%, 10-year 10.00%.

HNMDX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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