HDVTX Mutual Fund

HDVTX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
+2.03%
3 Months
+2.39%
6 Months
+5.51%
YTD
+15.48%
1 Year
+24.47%
3 Years (annualized)
+19.64%
5 Years (annualized)
+9.10%
10 Years (annualized)
+9.19%

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)
+15.48%
Peer Avg (YTD)
+10.17%
vs Peers
+5.31%

HDVTX Mutual Fund Performance

HDVTX performance across multiple time periods: 1-month 2.03%, YTD 15.48%, 1-year 24.47%, 3-year 19.64%, 5-year 9.10%, 10-year 9.19%.

HDVTX returns outperform the peer average of 10.17% 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.