HDIVX Mutual Fund

NAV$21.72

Returns Overview

1 Month
+2.60%
3 Months
+15.25%
6 Months
+17.22%
YTD
+16.26%
1 Year
+25.00%
3 Years (annualized)
+20.37%
5 Years (annualized)
+13.01%
10 Years (annualized)
+10.53%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+16.26%
Peer Avg (YTD)
+5.87%
vs Peers
+10.40%

HDIVX Mutual Fund Performance

HDIVX performance across multiple time periods: 1-month 2.60%, YTD 16.26%, 1-year 25.00%, 3-year 20.37%, 5-year 13.01%, 10-year 10.53%.

HDIVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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