HDAVX Mutual Fund

HDAVX Mutual Fund

NAV$20.53
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Returns Overview

1 Month
-2.24%
3 Months
-3.01%
6 Months
+5.92%
YTD
+14.30%
1 Year
+18.66%
3 Years (annualized)
+22.12%
5 Years (annualized)
+11.93%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDAVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+5.30%
vs Peers
+9.00%

HDAVX Mutual Fund Performance

HDAVX performance across multiple time periods: 1-month -2.24%, YTD 14.30%, 1-year 18.66%, 3-year 22.12%, 5-year 11.93%, 10-year 10.07%.

HDAVX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

HDAVX vs another fund shows side-by-side returns. HDAVX alternatives are available in the Mutual Fund Screener.