HDVIX Mutual Fund

NAV$16.52

Returns Overview

1 Month
-1.55%
3 Months
+3.90%
6 Months
+4.49%
YTD
+9.77%
1 Year
+31.68%
3 Years (annualized)
+20.02%
5 Years (annualized)
+9.64%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVIX 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)
+9.77%
Peer Avg (YTD)
+9.13%
vs Peers
+0.64%

HDVIX Mutual Fund Performance

HDVIX performance across multiple time periods: 1-month -1.55%, YTD 9.77%, 1-year 31.68%, 3-year 20.02%, 5-year 9.64%, 10-year 10.02%.

HDVIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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