HDRVX Mutual Fund

HDRVX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
+1.42%
3 Months
+9.25%
6 Months
+13.90%
YTD
+17.99%
1 Year
+29.50%
3 Years (annualized)
+20.83%
5 Years (annualized)
+13.01%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDRVX 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)
+17.99%
Peer Avg (YTD)
+5.54%
vs Peers
+12.46%

HDRVX Mutual Fund Performance

HDRVX performance across multiple time periods: 1-month 1.42%, YTD 17.99%, 1-year 29.50%, 3-year 20.83%, 5-year 13.01%, 10-year 10.50%.

HDRVX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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