HDGCX Mutual Fund

HDGCX Mutual Fund

NAV$37.54
See how much of HDGCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.66%
3 Months
+7.31%
6 Months
+10.48%
YTD
+12.00%
1 Year
+25.87%
3 Years (annualized)
+14.57%
5 Years (annualized)
+10.16%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.00%
Peer Avg (YTD)
+11.41%
vs Peers
+0.59%

HDGCX Mutual Fund Performance

HDGCX performance across multiple time periods: 1-month 3.66%, YTD 12.00%, 1-year 25.87%, 3-year 14.57%, 5-year 10.16%, 10-year 11.82%.

HDGCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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