HUMDX Mutual Fund

HUMDX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
+3.20%
3 Months
-6.53%
6 Months
-2.11%
YTD
+6.01%
1 Year
+15.92%
3 Years (annualized)
+13.19%
5 Years (annualized)
+6.41%
10 Years (annualized)
+7.35%

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
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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 2500 Value Index(^BUS2500VII)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+8.01%
vs Peers
-2.00%

HUMDX Mutual Fund Performance

HUMDX performance across multiple time periods: 1-month 3.20%, YTD 6.01%, 1-year 15.92%, 3-year 13.19%, 5-year 6.41%, 10-year 7.35%.

HUMDX returns trail the peer average of 8.01% 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.