HDIVX Mutual Fund

HDIVX Mutual Fund

NAV$20.82
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Returns Overview

1 Month
-2.09%
3 Months
+0.69%
6 Months
+16.04%
YTD
+17.06%
1 Year
+22.30%
3 Years (annualized)
+22.38%
5 Years (annualized)
+13.12%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDIVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World ex USA Index(M1WOU)
This Mutual Fund (YTD)
+17.06%
Peer Avg (YTD)
+4.96%
vs Peers
+12.10%

HDIVX Mutual Fund Performance

HDIVX performance across multiple time periods: 1-month -2.09%, YTD 17.06%, 1-year 22.30%, 3-year 22.38%, 5-year 13.12%, 10-year 10.56%.

HDIVX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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