HDGBX Mutual Fund

NAV$26.03

Returns Overview

3 Months
+12.45%
6 Months
+9.12%
YTD
+8.45%
1 Year
+39.42%
3 Years (annualized)
+21.08%
5 Years (annualized)
+13.91%
10 Years (annualized)
+14.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.49%
vs Peers
-1.04%

HDGBX Mutual Fund Performance

HDGBX performance across multiple time periods: YTD 8.45%, 1-year 39.42%, 3-year 21.08%, 5-year 13.91%, 10-year 14.33%.

HDGBX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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