HDV ETF

$28.78

Returns Overview

1 Month
+0.85%
3 Months
-79.80%
6 Months
-77.45%
YTD
-77.57%
1 Year
-76.17%
3 Years (annualized)
-33.22%
5 Years (annualized)
-19.67%
10 Years (annualized)
-7.23%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HDV 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Dividend Yield Focus Index(^MDYF)
This ETF (YTD)
-77.57%
Peer Avg (YTD)
+9.49%
vs Peers
-87.06%

HDV ETF Performance

HDV performance across multiple time periods: 1-month 0.85%, YTD -77.57%, 1-year -76.17%, 3-year -33.22%, 5-year -19.67%, 10-year -7.23%.

HDV returns trail the peer average of 9.49% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

HDV performance comparison shows side-by-side returns with another fund. HDV alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.85%N/A
3 Months-79.80%N/A
6 Months-77.45%N/A
1 Year-76.17%N/A
3 Years-33.22%N/A
5 Years-19.67%N/A

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