HDTVX Mutual Fund

HDTVX Mutual Fund

NAV$20.68
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Returns Overview

1 Month
-2.14%
3 Months
+0.65%
6 Months
+15.95%
YTD
+16.94%
1 Year
+22.10%
3 Years (annualized)
+22.20%
5 Years (annualized)
+12.95%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDTVX 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
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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)
+16.94%
Peer Avg (YTD)
+4.96%
vs Peers
+11.98%

HDTVX Mutual Fund Performance

HDTVX performance across multiple time periods: 1-month -2.14%, YTD 16.94%, 1-year 22.10%, 3-year 22.20%, 5-year 12.95%, 10-year 10.28%.

HDTVX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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