HDVAX Mutual Fund

HDVAX Mutual Fund

NAV$16.18
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Returns Overview

1 Month
+1.99%
3 Months
+2.42%
6 Months
+5.49%
YTD
+15.35%
1 Year
+24.15%
3 Years (annualized)
+19.34%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.80%

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
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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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+15.35%
Peer Avg (YTD)
+10.17%
vs Peers
+5.18%

HDVAX Mutual Fund Performance

HDVAX performance across multiple time periods: 1-month 1.99%, YTD 15.35%, 1-year 24.15%, 3-year 19.34%, 5-year 8.79%, 10-year 8.80%.

HDVAX returns outperform the peer average of 10.17% 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.