HDAVX Mutual Fund

HDAVX Mutual Fund

NAV$21.66
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Returns Overview

1 Month
+1.43%
3 Months
+9.20%
6 Months
+13.74%
YTD
+17.84%
1 Year
+29.11%
3 Years (annualized)
+20.45%
5 Years (annualized)
+12.66%
10 Years (annualized)
+10.19%

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)
+17.84%
Peer Avg (YTD)
+5.54%
vs Peers
+12.30%

HDAVX Mutual Fund Performance

HDAVX performance across multiple time periods: 1-month 1.43%, YTD 17.84%, 1-year 29.11%, 3-year 20.45%, 5-year 12.66%, 10-year 10.19%.

HDAVX returns outperform the peer average of 5.54% 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.