HDVAX Mutual Fund

HDVAX Mutual Fund

NAV$17.03
See how much of HDVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+5.14%
6 Months
+7.73%
YTD
+13.10%
1 Year
+26.67%
3 Years (annualized)
+16.73%
5 Years (annualized)
+9.66%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+13.10%
Peer Avg (YTD)
+9.42%
vs Peers
+3.68%

HDVAX Mutual Fund Performance

HDVAX performance across multiple time periods: 1-month -0.30%, YTD 13.10%, 1-year 26.67%, 3-year 16.73%, 5-year 9.66%, 10-year 9.17%.

HDVAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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