HNMDX Mutual Fund

NAV$15.36

Returns Overview

1 Month
+2.33%
3 Months
+4.56%
6 Months
+9.17%
YTD
+14.37%
1 Year
+14.22%
3 Years (annualized)
+7.87%
5 Years (annualized)
+6.86%
10 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNMDX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+14.37%
Peer Avg (YTD)
+10.82%
vs Peers
+3.56%

HNMDX Mutual Fund Performance

HNMDX performance across multiple time periods: 1-month 2.33%, YTD 14.37%, 1-year 14.22%, 3-year 7.87%, 5-year 6.86%, 10-year 10.40%.

HNMDX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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