HDVSX Mutual Fund

HDVSX Mutual Fund

NAV$16.37
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Returns Overview

1 Month
+1.98%
3 Months
+2.41%
6 Months
+5.39%
YTD
+15.32%
1 Year
+24.13%
3 Years (annualized)
+19.30%
5 Years (annualized)
+8.77%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVSX 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)
+15.32%
Peer Avg (YTD)
+10.17%
vs Peers
+5.15%

HDVSX Mutual Fund Performance

HDVSX performance across multiple time periods: 1-month 1.98%, YTD 15.32%, 1-year 24.13%, 3-year 19.30%, 5-year 8.77%, 10-year 8.79%.

HDVSX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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