HDTVX Mutual Fund

NAV$21.30

Returns Overview

1 Month
+2.55%
3 Months
+8.84%
6 Months
+11.93%
YTD
+16.46%
1 Year
+24.83%
3 Years (annualized)
+20.18%
5 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDTVX 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

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)
+16.46%
Peer Avg (YTD)
+5.87%
vs Peers
+10.59%

HDTVX Mutual Fund Performance

HDTVX performance across multiple time periods: 1-month 2.55%, YTD 16.46%, 1-year 24.83%, 3-year 20.18%, 5-year 12.82%.

HDTVX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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