HDQVX Mutual Fund

HDQVX Mutual Fund

NAV$20.63
See how much of HDQVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.36%
3 Months
+5.42%
6 Months
+7.88%
YTD
+19.40%
1 Year
+28.67%
3 Years (annualized)
+22.15%
5 Years (annualized)
+13.02%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDQVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+19.40%
Peer Avg (YTD)
+6.28%
vs Peers
+13.11%

HDQVX Mutual Fund Performance

HDQVX performance across multiple time periods: 1-month 1.36%, YTD 19.40%, 1-year 28.67%, 3-year 22.15%, 5-year 13.02%, 10-year 10.29%.

HDQVX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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