HDVTX Mutual Fund

HDVTX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
-0.35%
3 Months
+5.16%
6 Months
+7.79%
YTD
+13.17%
1 Year
+26.88%
3 Years (annualized)
+17.03%
5 Years (annualized)
+9.00%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVTX 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)
+13.17%
Peer Avg (YTD)
+9.42%
vs Peers
+3.75%

HDVTX Mutual Fund Performance

HDVTX performance across multiple time periods: 1-month -0.35%, YTD 13.17%, 1-year 26.88%, 3-year 17.03%, 5-year 9.00%, 10-year 9.63%.

HDVTX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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