HDIVX Mutual Fund

HDIVX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
-2.18%
3 Months
-2.93%
6 Months
+6.06%
YTD
+14.52%
1 Year
+19.00%
3 Years (annualized)
+22.44%
5 Years (annualized)
+12.18%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDIVX 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)
+14.52%
Peer Avg (YTD)
+5.30%
vs Peers
+9.21%

HDIVX Mutual Fund Performance

HDIVX performance across multiple time periods: 1-month -2.18%, YTD 14.52%, 1-year 19.00%, 3-year 22.44%, 5-year 12.18%, 10-year 10.32%.

HDIVX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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