HDVSX Mutual Fund

NAV$17.07

Returns Overview

1 Month
+0.78%
3 Months
+13.96%
6 Months
+13.49%
YTD
+11.97%
1 Year
+25.58%
3 Years (annualized)
+17.88%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.18%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.97%
Peer Avg (YTD)
+9.13%
vs Peers
+2.84%

HDVSX Mutual Fund Performance

HDVSX performance across multiple time periods: 1-month 0.78%, YTD 11.97%, 1-year 25.58%, 3-year 17.88%, 5-year 8.34%, 10-year 9.18%.

HDVSX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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