HNDRX Mutual Fund

NAV$91.91

Returns Overview

1 Month
+0.47%
3 Months
+7.00%
6 Months
+5.28%
YTD
+5.10%
1 Year
+11.73%
3 Years (annualized)
+12.44%
5 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNDRX 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
Bloomberg Barclays US Treasury 1-3 Year Bond Index(^BBUTR3Y)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+3.47%
vs Peers
+1.62%

HNDRX Mutual Fund Performance

HNDRX performance across multiple time periods: 1-month 0.47%, YTD 5.10%, 1-year 11.73%, 3-year 12.44%, 5-year 8.65%.

HNDRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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