HDVRX Mutual Fund

HDVRX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
-0.36%
3 Months
+5.09%
6 Months
+7.56%
YTD
+12.93%
1 Year
+26.28%
3 Years (annualized)
+16.37%
5 Years (annualized)
+8.38%
10 Years (annualized)
+8.38%

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
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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)
+12.93%
Peer Avg (YTD)
+9.42%
vs Peers
+3.51%

HDVRX Mutual Fund Performance

HDVRX performance across multiple time periods: 1-month -0.36%, YTD 12.93%, 1-year 26.28%, 3-year 16.37%, 5-year 8.38%, 10-year 8.38%.

HDVRX returns outperform the peer average of 9.42% 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.