HIMDX Mutual Fund

NAV$27.79

Returns Overview

1 Month
-3.41%
3 Months
+2.32%
6 Months
+7.88%
YTD
+11.61%
1 Year
+28.64%
3 Years (annualized)
+33.29%
5 Years (annualized)
+27.54%
10 Years (annualized)
+24.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+18.52%
vs Peers
-6.92%

HIMDX Mutual Fund Performance

HIMDX performance across multiple time periods: 1-month -3.41%, YTD 11.61%, 1-year 28.64%, 3-year 33.29%, 5-year 27.54%, 10-year 24.94%.

HIMDX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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