HDVRX Mutual Fund

HDVRX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
-2.73%
3 Months
-1.15%
6 Months
+12.50%
YTD
+10.53%
1 Year
+16.22%
3 Years (annualized)
+19.01%
5 Years (annualized)
+8.48%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVRX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+9.29%
vs Peers
+1.23%

HDVRX Mutual Fund Performance

HDVRX performance across multiple time periods: 1-month -2.73%, YTD 10.53%, 1-year 16.22%, 3-year 19.01%, 5-year 8.48%, 10-year 8.49%.

HDVRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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