HFDSX Mutual Fund

NAV$22.18

Returns Overview

1 Month
+0.64%
3 Months
+6.48%
6 Months
+12.82%
YTD
+16.37%
1 Year
+39.23%
3 Years (annualized)
+17.85%
5 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFDSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.37%
Peer Avg (YTD)
+10.82%
vs Peers
+5.55%

HFDSX Mutual Fund Performance

HFDSX performance across multiple time periods: 1-month 0.64%, YTD 16.37%, 1-year 39.23%, 3-year 17.85%, 5-year 10.91%.

HFDSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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