HDVFX Mutual Fund

NAV$16.63

Returns Overview

1 Month
-1.48%
3 Months
+3.94%
6 Months
+4.59%
YTD
+9.84%
1 Year
+31.82%
3 Years (annualized)
+20.14%
5 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVFX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+9.13%
vs Peers
+0.71%

HDVFX Mutual Fund Performance

HDVFX performance across multiple time periods: 1-month -1.48%, YTD 9.84%, 1-year 31.82%, 3-year 20.14%, 5-year 9.74%.

HDVFX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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