HHDVX Mutual Fund

NAV$40.23

Returns Overview

1 Month
+2.30%
3 Months
+10.65%
6 Months
+11.33%
YTD
+10.62%
1 Year
+16.05%
3 Years (annualized)
+15.06%
5 Years (annualized)
+11.38%
10 Years (annualized)
+11.37%

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
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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+9.49%
vs Peers
+1.13%

HHDVX Mutual Fund Performance

HHDVX performance across multiple time periods: 1-month 2.30%, YTD 10.62%, 1-year 16.05%, 3-year 15.06%, 5-year 11.38%, 10-year 11.37%.

HHDVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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