HDDVX Mutual Fund

HDDVX Mutual Fund

NAV$20.59
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Returns Overview

1 Month
-1.52%
3 Months
-2.29%
6 Months
+6.78%
YTD
+15.25%
1 Year
+19.77%
3 Years (annualized)
+22.66%
5 Years (annualized)
+12.29%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDDVX 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
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📉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)
+15.25%
Peer Avg (YTD)
+5.30%
vs Peers
+9.95%

HDDVX Mutual Fund Performance

HDDVX performance across multiple time periods: 1-month -1.52%, YTD 15.25%, 1-year 19.77%, 3-year 22.66%, 5-year 12.29%, 10-year 10.39%.

HDDVX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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