HUMDX Mutual Fund

HUMDX Mutual Fund

NAV$18.88
See how much of HUMDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.40%
3 Months
+4.73%
6 Months
+9.16%
YTD
+15.27%
1 Year
+29.90%
3 Years (annualized)
+12.30%
5 Years (annualized)
+8.19%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HUMDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
+15.27%
Peer Avg (YTD)
+9.54%
vs Peers
+5.73%

HUMDX Mutual Fund Performance

HUMDX performance across multiple time periods: 1-month -1.40%, YTD 15.27%, 1-year 29.90%, 3-year 12.30%, 5-year 8.19%, 10-year 8.16%.

HUMDX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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