HDV ETF

HDV ETF
$29.55
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Returns Overview

1 Month
-5.19%
3 Months
+1.97%
6 Months
-79.26%
YTD
-76.83%
1 Year
+17.86%
3 Years (annualized)
-31.82%
5 Years (annualized)
-18.42%
10 Years (annualized)
-6.40%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HDV 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Dividend Yield Focus Index(^MDYF)
This ETF (YTD)
-76.83%
Peer Avg (YTD)
+10.00%
vs Peers
-86.83%

HDV ETF Performance

HDV performance across multiple time periods: 1-month -5.19%, YTD -76.83%, 1-year 17.86%, 3-year -31.82%, 5-year -18.42%, 10-year -6.40%.

HDV returns trail the peer average of 10.00% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

HDV vs another fund shows side-by-side returns. HDV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.19%N/A
3 Months+1.97%N/A
6 Months-79.26%N/A
1 Year+17.86%N/A
3 Years-31.82%N/A
5 Years-18.42%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized