HDCVX Mutual Fund

NAV$20.80

Returns Overview

1 Month
+2.55%
3 Months
+14.97%
6 Months
+16.68%
YTD
+15.75%
1 Year
+23.86%
3 Years (annualized)
+19.24%
5 Years (annualized)
+11.95%
10 Years (annualized)
+9.47%

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
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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+5.87%
vs Peers
+9.89%

HDCVX Mutual Fund Performance

HDCVX performance across multiple time periods: 1-month 2.55%, YTD 15.75%, 1-year 23.86%, 3-year 19.24%, 5-year 11.95%, 10-year 9.47%.

HDCVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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