HRMDX Mutual Fund

HRMDX Mutual Fund

NAV$14.66
See how much of HRMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.06%
3 Months
+3.88%
6 Months
+8.92%
YTD
+15.61%
1 Year
+16.09%
3 Years (annualized)
+6.18%
5 Years (annualized)
+6.67%
10 Years (annualized)
+9.92%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+15.61%
Peer Avg (YTD)
+9.54%
vs Peers
+6.07%

HRMDX Mutual Fund Performance

HRMDX performance across multiple time periods: 1-month 1.06%, YTD 15.61%, 1-year 16.09%, 3-year 6.18%, 5-year 6.67%, 10-year 9.92%.

HRMDX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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