HSDRX Mutual Fund

HSDRX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+0.25%
3 Months
+0.42%
6 Months
+0.53%
YTD
+1.21%
1 Year
+2.66%
3 Years (annualized)
+5.38%
5 Years (annualized)
+2.62%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSDRX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+2.15%
vs Peers
-0.94%

HSDRX Mutual Fund Performance

HSDRX performance across multiple time periods: 1-month 0.25%, YTD 1.21%, 1-year 2.66%, 3-year 5.38%, 5-year 2.62%, 10-year 2.52%.

HSDRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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