HSDVX Mutual Fund

NAV$9.59

Returns Overview

1 Month
+0.09%
3 Months
+1.10%
6 Months
+1.23%
YTD
+1.23%
1 Year
+4.16%
3 Years (annualized)
+6.04%
5 Years (annualized)
+2.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSDVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+3.23%
vs Peers
-1.99%

HSDVX Mutual Fund Performance

HSDVX performance across multiple time periods: 1-month 0.09%, YTD 1.23%, 1-year 4.16%, 3-year 6.04%, 5-year 2.97%.

HSDVX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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