HDEF ETF

Returns Overview

1 Month
+5.31%
3 Months
+4.83%
6 Months
+8.43%
YTD
+11.81%
1 Year
+23.52%
3 Years (annualized)
+17.14%
5 Years (annualized)
+11.87%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HDEF 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE High Dividend Yield Index(^MHDYEAU)
This ETF (YTD)
+11.81%
Peer Avg (YTD)
+11.12%
vs Peers
+0.69%

HDEF ETF Performance

HDEF performance across multiple time periods: 1-month 5.31%, YTD 11.81%, 1-year 23.52%, 3-year 17.14%, 5-year 11.87%, 10-year 8.93%.

HDEF returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this ETF.

HDEF vs another fund shows side-by-side returns. HDEF alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.31%N/A
3 Months+4.83%N/A
6 Months+8.43%N/A
1 Year+23.52%N/A
3 Years+17.14%N/A
5 Years+11.87%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized