HDVVX Mutual Fund

NAV$17.33

Returns Overview

1 Month
+0.77%
3 Months
+13.96%
6 Months
+13.65%
YTD
+12.15%
1 Year
+26.09%
3 Years (annualized)
+18.38%
5 Years (annualized)
+8.78%

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
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%

HDVVX Mutual Fund Performance

HDVVX performance across multiple time periods: 1-month 0.77%, YTD 12.15%, 1-year 26.09%, 3-year 18.38%, 5-year 8.78%.

HDVVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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