HHDVX Mutual Fund

HHDVX Mutual Fund

NAV$39.47
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Returns Overview

1 Month
+0.99%
3 Months
+3.60%
6 Months
+8.53%
YTD
+11.71%
1 Year
+16.73%
3 Years (annualized)
+14.04%
5 Years (annualized)
+11.29%
10 Years (annualized)
+10.84%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+11.41%
vs Peers
+0.30%

HHDVX Mutual Fund Performance

HHDVX performance across multiple time periods: 1-month 0.99%, YTD 11.71%, 1-year 16.73%, 3-year 14.04%, 5-year 11.29%, 10-year 10.84%.

HHDVX returns outperform the peer average of 11.41% 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.