HMDCX Mutual Fund

NAV$20.67

Returns Overview

1 Month
+3.39%
3 Months
+18.27%
6 Months
+11.48%
YTD
+10.09%
1 Year
+29.66%
3 Years (annualized)
+42.96%
5 Years (annualized)
+22.58%
10 Years (annualized)
+24.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HMDCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+10.82%
vs Peers
-0.73%

HMDCX Mutual Fund Performance

HMDCX performance across multiple time periods: 1-month 3.39%, YTD 10.09%, 1-year 29.66%, 3-year 42.96%, 5-year 22.58%, 10-year 24.75%.

HMDCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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