HDVCX Mutual Fund

HDVCX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
-0.30%
3 Months
+5.02%
6 Months
+7.34%
YTD
+12.60%
1 Year
+25.65%
3 Years (annualized)
+15.78%
5 Years (annualized)
+8.80%
10 Years (annualized)
+8.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVCX 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
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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)
+12.60%
Peer Avg (YTD)
+9.42%
vs Peers
+3.18%

HDVCX Mutual Fund Performance

HDVCX performance across multiple time periods: 1-month -0.30%, YTD 12.60%, 1-year 25.65%, 3-year 15.78%, 5-year 8.80%, 10-year 8.32%.

HDVCX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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