HDAVX Mutual Fund

NAV$20.76

Returns Overview

1 Month
+0.39%
3 Months
+6.96%
6 Months
+9.44%
YTD
+13.38%
1 Year
+24.77%
3 Years (annualized)
+20.11%
5 Years (annualized)
+12.76%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDAVX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+5.87%
vs Peers
+7.51%

HDAVX Mutual Fund Performance

HDAVX performance across multiple time periods: 1-month 0.39%, YTD 13.38%, 1-year 24.77%, 3-year 20.11%, 5-year 12.76%, 10-year 10.29%.

HDAVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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