HDVTX Mutual Fund

NAV$14.49

Returns Overview

1 Month
+0.70%
3 Months
+13.93%
6 Months
+13.57%
YTD
+12.15%
1 Year
+32.51%
3 Years (annualized)
+20.28%
5 Years (annualized)
+9.77%
10 Years (annualized)
+10.15%

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
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)
+12.15%
Peer Avg (YTD)
+9.13%
vs Peers
+3.02%

HDVTX Mutual Fund Performance

HDVTX performance across multiple time periods: 1-month 0.70%, YTD 12.15%, 1-year 32.51%, 3-year 20.28%, 5-year 9.77%, 10-year 10.15%.

HDVTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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