HDCVX Mutual Fund

HDCVX Mutual Fund

NAV$19.76
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Returns Overview

1 Month
-2.32%
3 Months
-3.15%
6 Months
+5.53%
YTD
+13.60%
1 Year
+17.86%
3 Years (annualized)
+21.27%
5 Years (annualized)
+11.12%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDCVX 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)
+13.60%
Peer Avg (YTD)
+5.30%
vs Peers
+8.30%

HDCVX Mutual Fund Performance

HDCVX performance across multiple time periods: 1-month -2.32%, YTD 13.60%, 1-year 17.86%, 3-year 21.27%, 5-year 11.12%, 10-year 9.26%.

HDCVX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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