HUDIX Mutual Fund

HUDIX Mutual Fund

NAV$29.22
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Returns Overview

1 Month
+3.15%
3 Months
+5.09%
6 Months
+8.04%
YTD
+8.20%
1 Year
+17.43%
3 Years (annualized)
+15.20%
5 Years (annualized)
+10.99%
10 Years (annualized)
+10.65%

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
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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)
+8.20%
Peer Avg (YTD)
+11.41%
vs Peers
-3.21%

HUDIX Mutual Fund Performance

HUDIX performance across multiple time periods: 1-month 3.15%, YTD 8.20%, 1-year 17.43%, 3-year 15.20%, 5-year 10.99%, 10-year 10.65%.

HUDIX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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