HHDVX Mutual Fund

NAV$36.43

Returns Overview

1 Month
+2.98%
3 Months
+5.51%
6 Months
+7.81%
YTD
+6.00%
1 Year
+10.96%
3 Years
+15.08%
5 Years
+13.39%
10 Years
+11.96%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+5.12%
vs Peers
+0.89%

HHDVX Mutual Fund Performance

HHDVX performance across multiple time periods: 1-month 2.98%, YTD 6.00%, 1-year 10.96%, 3-year 15.08%, 5-year 13.39%, 10-year 11.96%.

HHDVX returns outperform the peer average of 5.12% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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