HUDIX Mutual Fund

NAV$29.23

Returns Overview

1 Month
+0.11%
3 Months
+6.39%
6 Months
+5.70%
YTD
+4.90%
1 Year
+14.68%
3 Years (annualized)
+14.94%
5 Years (annualized)
+10.18%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUDIX 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)
+4.90%
Peer Avg (YTD)
+9.49%
vs Peers
-4.59%

HUDIX Mutual Fund Performance

HUDIX performance across multiple time periods: 1-month 0.11%, YTD 4.90%, 1-year 14.68%, 3-year 14.94%, 5-year 10.18%, 10-year 10.73%.

HUDIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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