HDCVX Mutual Fund

HDCVX Mutual Fund

NAV$20.87
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Returns Overview

1 Month
+1.33%
3 Months
+8.96%
6 Months
+13.25%
YTD
+17.29%
1 Year
+28.14%
3 Years (annualized)
+19.59%
5 Years (annualized)
+11.86%
10 Years (annualized)
+9.37%

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)
+17.29%
Peer Avg (YTD)
+5.54%
vs Peers
+11.76%

HDCVX Mutual Fund Performance

HDCVX performance across multiple time periods: 1-month 1.33%, YTD 17.29%, 1-year 28.14%, 3-year 19.59%, 5-year 11.86%, 10-year 9.37%.

HDCVX returns outperform the peer average of 5.54% 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.