HDVVX Mutual Fund

HDVVX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+2.01%
3 Months
+2.49%
6 Months
+5.63%
YTD
+15.60%
1 Year
+24.62%
3 Years (annualized)
+19.80%
5 Years (annualized)
+9.24%
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)
+15.60%
Peer Avg (YTD)
+10.17%
vs Peers
+5.43%

HDVVX Mutual Fund Performance

HDVVX performance across multiple time periods: 1-month 2.01%, YTD 15.60%, 1-year 24.62%, 3-year 19.80%, 5-year 9.24%, 10-year 9.20%.

HDVVX returns outperform the peer average of 10.17% 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.