HDVTX Mutual Fund

HDVTX Mutual Fund

NAV$14.07
See how much of HDVTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.75%
3 Months
-1.12%
6 Months
+12.66%
YTD
+10.89%
1 Year
+16.73%
3 Years (annualized)
+19.64%
5 Years (annualized)
+9.10%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDVTX 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
PROUpgrade to run

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)
+10.89%
Peer Avg (YTD)
+9.29%
vs Peers
+1.60%

HDVTX Mutual Fund Performance

HDVTX performance across multiple time periods: 1-month -2.75%, YTD 10.89%, 1-year 16.73%, 3-year 19.64%, 5-year 9.10%, 10-year 9.19%.

HDVTX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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