HDVRX Mutual Fund

HDVRX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
+2.00%
3 Months
+2.37%
6 Months
+5.32%
YTD
+15.18%
1 Year
+23.84%
3 Years (annualized)
+19.01%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVRX 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)
+15.18%
Peer Avg (YTD)
+10.17%
vs Peers
+5.01%

HDVRX Mutual Fund Performance

HDVRX performance across multiple time periods: 1-month 2.00%, YTD 15.18%, 1-year 23.84%, 3-year 19.01%, 5-year 8.48%, 10-year 8.49%.

HDVRX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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