HUDEX Mutual Fund

NAV$29.43

Returns Overview

1 Month
+0.14%
3 Months
+6.51%
6 Months
+5.90%
YTD
+5.10%
1 Year
+15.11%
3 Years (annualized)
+15.25%
5 Years (annualized)
+10.45%
10 Years (annualized)
+10.97%

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
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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+9.49%
vs Peers
-4.39%

HUDEX Mutual Fund Performance

HUDEX performance across multiple time periods: 1-month 0.14%, YTD 5.10%, 1-year 15.11%, 3-year 15.25%, 5-year 10.45%, 10-year 10.97%.

HUDEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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