HUDEX Mutual Fund

HUDEX Mutual Fund

NAV$28.23
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Returns Overview

1 Month
+1.99%
3 Months
+5.37%
6 Months
+8.82%
YTD
+10.59%
1 Year
+16.27%
3 Years (annualized)
+16.73%
5 Years (annualized)
+11.00%
10 Years (annualized)
+11.05%

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)
+10.59%
Peer Avg (YTD)
+12.44%
vs Peers
-1.85%

HUDEX Mutual Fund Performance

HUDEX performance across multiple time periods: 1-month 1.99%, YTD 10.59%, 1-year 16.27%, 3-year 16.73%, 5-year 11.00%, 10-year 11.05%.

HUDEX returns trail the peer average of 12.44% 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.