| HDRVX | |
|---|---|
| Total return | +164.37% |
| Annualised (CAGR) | +10.21% |
| Volatility (annualised) | +13.07% |
| Sharpe (rf = 0) | 0.78 |
| Deepest drawdown | -28.55% |
| Drawdown peak → trough | 2020-01-17 → 2020-03-23 |
| Dividend yield (12m distributions) | 6.41% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +164.37% in total (+10.21% a year), with a deepest drawdown of -28.55% from 2020-01-17 to 2020-03-23. Its worst calendar year was 2018 (-9.03%), its best 2025 (+29.35%).
| Year | HDRVX |
|---|---|
| 2026 | +16.13% |
| 2025 | +29.35% |
| 2024 | +8.93% |
| 2023 | +18.16% |
| 2022 | -8.62% |
| 2021 | +11.87% |
| 2020 | +5.34% |
| 2019 | +18.86% |
| 2018 | -9.03% |
| 2017 | +17.66% |
| 2016 | -0.19% |
+164.37% in total, which works out to +10.21% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2018 — its calendar-year return was -9.03% (net of fees, dividends reinvested). Its best year was 2025 (+29.35%).
-28.55%, from a peak on 2020-01-17 to a trough on 2020-03-23. From that trough it took 246 days (about 8.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 6.41% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say HDRVX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -28.55% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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