HDVYX Mutual Fund

HDVYX Mutual Fund

NAV$17.31
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Returns Overview

1 Month
-0.35%
3 Months
+5.18%
6 Months
+7.81%
YTD
+13.24%
1 Year
+26.93%
3 Years (annualized)
+17.06%
5 Years (annualized)
+9.97%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVYX 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
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📉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)
+13.24%
Peer Avg (YTD)
+9.42%
vs Peers
+3.82%

HDVYX Mutual Fund Performance

HDVYX performance across multiple time periods: 1-month -0.35%, YTD 13.24%, 1-year 26.93%, 3-year 17.06%, 5-year 9.97%, 10-year 9.56%.

HDVYX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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