HDRVX Mutual Fund

NAV$21.67

Returns Overview

1 Month
+2.67%
3 Months
+15.30%
6 Months
+17.30%
YTD
+16.34%
1 Year
+25.16%
3 Years (annualized)
+20.46%
5 Years (annualized)
+13.10%
10 Years (annualized)
+10.59%

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
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)
+16.34%
Peer Avg (YTD)
+5.87%
vs Peers
+10.47%

HDRVX Mutual Fund Performance

HDRVX performance across multiple time periods: 1-month 2.67%, YTD 16.34%, 1-year 25.16%, 3-year 20.46%, 5-year 13.10%, 10-year 10.59%.

HDRVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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