| HIMDX | |
|---|---|
| Total return | +253.10% |
| Annualised (CAGR) | +13.45% |
| Volatility (annualised) | +22.68% |
| Sharpe (rf = 0) | 0.59 |
| Deepest drawdown | -55.37% |
| Drawdown peak → trough | 2018-01-11 → 2020-03-18 |
| Dividend yield (12m distributions) | 0.99% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +253.10% in total (+13.45% a year), with a deepest drawdown of -55.37% from 2018-01-11 to 2020-03-18. Its worst calendar year was 2018 (-22.45%), its best 2024 (+34.76%).
| Year | HIMDX |
|---|---|
| 2026 | +6.10% |
| 2025 | +3.04% |
| 2024 | +34.76% |
| 2023 | +31.27% |
| 2022 | +3.17% |
| 2021 | +27.76% |
| 2020 | +23.82% |
| 2019 | +16.02% |
| 2018 | -22.45% |
| 2017 | +20.96% |
| 2016 | +2.78% |
+253.10% in total, which works out to +13.45% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -22.45% (net of fees, dividends reinvested). Its best year was 2024 (+34.76%).
-55.37%, from a peak on 2018-01-11 to a trough on 2020-03-18. From that trough it took 243 days (about 8.0 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.99% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say HIMDX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -55.37% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.