HDAVX Mutual Fund

HDAVX Mutual Fund

NAV$20.70
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Returns Overview

1 Month
-2.12%
3 Months
+0.63%
6 Months
+15.94%
YTD
+16.91%
1 Year
+22.03%
3 Years (annualized)
+22.10%
5 Years (annualized)
+12.88%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDAVX 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
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+16.91%
Peer Avg (YTD)
+4.96%
vs Peers
+11.95%

HDAVX Mutual Fund Performance

HDAVX performance across multiple time periods: 1-month -2.12%, YTD 16.91%, 1-year 22.03%, 3-year 22.10%, 5-year 12.88%, 10-year 10.32%.

HDAVX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

HDAVX vs another fund shows side-by-side returns. HDAVX alternatives are available in the Mutual Fund Screener.