HUDEX Mutual Fund

HUDEX Mutual Fund

NAV$29.53
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Returns Overview

1 Month
+3.17%
3 Months
+5.17%
6 Months
+8.23%
YTD
+8.43%
1 Year
+17.84%
3 Years (annualized)
+15.51%
5 Years (annualized)
+11.24%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUDEX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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 US 1000 Value Index
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+11.41%
vs Peers
-2.98%

HUDEX Mutual Fund Performance

HUDEX performance across multiple time periods: 1-month 3.17%, YTD 8.43%, 1-year 17.84%, 3-year 15.51%, 5-year 11.24%, 10-year 10.87%.

HUDEX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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