HDTVX Mutual Fund

HDTVX Mutual Fund

NAV$20.85
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Returns Overview

1 Month
+1.41%
3 Months
+5.52%
6 Months
+7.99%
YTD
+19.51%
1 Year
+28.82%
3 Years (annualized)
+22.20%
5 Years (annualized)
+12.95%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDTVX 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)
+19.51%
Peer Avg (YTD)
+6.28%
vs Peers
+13.22%

HDTVX Mutual Fund Performance

HDTVX performance across multiple time periods: 1-month 1.41%, YTD 19.51%, 1-year 28.82%, 3-year 22.20%, 5-year 12.95%, 10-year 10.28%.

HDTVX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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