HHDVX Mutual Fund

HHDVX Mutual Fund

NAV$37.61
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Returns Overview

1 Month
-1.15%
3 Months
+2.12%
6 Months
+4.17%
YTD
+10.43%
1 Year
+12.31%
3 Years (annualized)
+14.40%
5 Years (annualized)
+10.72%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHDVX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+12.44%
vs Peers
-2.01%

HHDVX Mutual Fund Performance

HHDVX performance across multiple time periods: 1-month -1.15%, YTD 10.43%, 1-year 12.31%, 3-year 14.40%, 5-year 10.72%, 10-year 10.87%.

HHDVX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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