HDVAX Mutual Fund

NAV$16.84

Returns Overview

1 Month
+0.73%
3 Months
+13.90%
6 Months
+13.44%
YTD
+11.99%
1 Year
+31.38%
3 Years (annualized)
+19.66%
5 Years (annualized)
+9.31%
10 Years (annualized)
+9.68%

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

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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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+11.99%
Peer Avg (YTD)
+9.13%
vs Peers
+2.85%

HDVAX Mutual Fund Performance

HDVAX performance across multiple time periods: 1-month 0.73%, YTD 11.99%, 1-year 31.38%, 3-year 19.66%, 5-year 9.31%, 10-year 9.68%.

HDVAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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