| HDV | |
|---|---|
| Total return | +151.7% |
| Annualised (CAGR) | +9.7% |
| Volatility (annualised) | +14.5% |
| Sharpe (rf = 0) | 0.67 |
| Deepest drawdown | -37.0% |
| Drawdown peak → trough | 2019-12-23 → 2020-03-23 |
Over the 10.0 years to 2026-09-21 the fund returned +151.7% in total (+9.7% a year), with a deepest drawdown of -37.0% from 2019-12-23 to 2020-03-23. Its worst calendar year was 2020 (-6.5%), its best 2019 (+20.2%).
| Year | HDV |
|---|---|
| 2026 | +19.5% |
| 2025 | +11.9% |
| 2024 | +14.2% |
| 2023 | +1.7% |
| 2022 | +7.1% |
| 2021 | +19.4% |
| 2020 | -6.5% |
| 2019 | +20.2% |
| 2018 | -3.0% |
| 2017 | +13.4% |
| 2016 | +2.5% |
It does not say HDV 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 -37.0% 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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