HDSVX Mutual Fund

HDSVX Mutual Fund

NAV$21.11
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Returns Overview

1 Month
-3.83%
3 Months
+2.30%
6 Months
+11.61%
YTD
+18.32%
1 Year
+25.97%
3 Years (annualized)
+7.11%
5 Years (annualized)
+6.88%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDSVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+18.32%
Peer Avg (YTD)
+15.31%
vs Peers
+3.01%

HDSVX Mutual Fund Performance

HDSVX performance across multiple time periods: 1-month -3.83%, YTD 18.32%, 1-year 25.97%, 3-year 7.11%, 5-year 6.88%, 10-year 9.26%.

HDSVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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