HDMBX Mutual Fund

NAV$19.03

Returns Overview

1 Month
+6.59%
3 Months
+24.74%
6 Months
+18.21%
YTD
+17.28%
1 Year
+35.42%
3 Years (annualized)
+16.29%
5 Years (annualized)
+8.80%
10 Years (annualized)
+20.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDMBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+18.52%
vs Peers
-1.24%

HDMBX Mutual Fund Performance

HDMBX performance across multiple time periods: 1-month 6.59%, YTD 17.28%, 1-year 35.42%, 3-year 16.29%, 5-year 8.80%, 10-year 20.65%.

HDMBX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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