HDVVX Mutual Fund

HDVVX Mutual Fund

NAV$17.30
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Returns Overview

1 Month
-0.29%
3 Months
+5.22%
6 Months
+7.90%
YTD
+13.32%
1 Year
+27.12%
3 Years (annualized)
+17.21%
5 Years (annualized)
+9.15%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVVX 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)
+13.32%
Peer Avg (YTD)
+9.42%
vs Peers
+3.90%

HDVVX Mutual Fund Performance

HDVVX performance across multiple time periods: 1-month -0.29%, YTD 13.32%, 1-year 27.12%, 3-year 17.21%, 5-year 9.15%, 10-year 9.20%.

HDVVX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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