HRMDX Mutual Fund

NAV$15.44

Returns Overview

1 Month
+4.28%
3 Months
+9.90%
6 Months
+14.39%
YTD
+13.02%
1 Year
+14.02%
3 Years (annualized)
+7.59%
5 Years (annualized)
+6.60%
10 Years (annualized)
+10.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRMDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+10.82%
vs Peers
+2.21%

HRMDX Mutual Fund Performance

HRMDX performance across multiple time periods: 1-month 4.28%, YTD 13.02%, 1-year 14.02%, 3-year 7.59%, 5-year 6.60%, 10-year 10.12%.

HRMDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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