HDSVX Mutual Fund

NAV$22.43

Returns Overview

1 Month
+3.80%
3 Months
+20.11%
6 Months
+23.04%
YTD
+21.39%
1 Year
+35.63%
3 Years (annualized)
+11.24%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.76%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+21.39%
Peer Avg (YTD)
+18.52%
vs Peers
+2.87%

HDSVX Mutual Fund Performance

HDSVX performance across multiple time periods: 1-month 3.80%, YTD 21.39%, 1-year 35.63%, 3-year 11.24%, 5-year 7.81%, 10-year 10.76%.

HDSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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