HDVRX Mutual Fund

NAV$16.78

Returns Overview

1 Month
+0.73%
3 Months
+13.80%
6 Months
+13.34%
YTD
+11.81%
1 Year
+25.21%
3 Years (annualized)
+17.57%
5 Years (annualized)
+8.03%
10 Years (annualized)
+8.87%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+11.81%
Peer Avg (YTD)
+9.13%
vs Peers
+2.68%

HDVRX Mutual Fund Performance

HDVRX performance across multiple time periods: 1-month 0.73%, YTD 11.81%, 1-year 25.21%, 3-year 17.57%, 5-year 8.03%, 10-year 8.87%.

HDVRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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