HDSVX Mutual Fund

HDSVX Mutual Fund

NAV$21.31
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Returns Overview

1 Month
-2.34%
3 Months
-2.51%
6 Months
+7.95%
YTD
+15.56%
1 Year
+13.44%
3 Years (annualized)
+7.65%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.01%

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
Russell 2000 Value Index Return
This Mutual Fund (YTD)
+15.56%
Peer Avg (YTD)
+15.20%
vs Peers
+0.36%

HDSVX Mutual Fund Performance

HDSVX performance across multiple time periods: 1-month -2.34%, YTD 15.56%, 1-year 13.44%, 3-year 7.65%, 5-year 6.17%, 10-year 9.01%.

HDSVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.26%, 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.