HDGBX Mutual Fund

HDGBX Mutual Fund

NAV$22.71
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Returns Overview

1 Month
+5.00%
3 Months
+3.59%
6 Months
+11.34%
YTD
+16.53%
1 Year
+22.87%
3 Years (annualized)
+26.08%
5 Years (annualized)
+13.91%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.53%
Peer Avg (YTD)
+12.44%
vs Peers
+4.10%

HDGBX Mutual Fund Performance

HDGBX performance across multiple time periods: 1-month 5.00%, YTD 16.53%, 1-year 22.87%, 3-year 26.08%, 5-year 13.91%, 10-year 14.92%.

HDGBX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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