HDGCX Mutual Fund

HDGCX Mutual Fund

NAV$38.22
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Returns Overview

1 Month
+4.91%
3 Months
+3.34%
6 Months
+10.89%
YTD
+15.74%
1 Year
+20.30%
3 Years (annualized)
+18.94%
5 Years (annualized)
+9.75%
10 Years (annualized)
+12.27%

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
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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)
+15.74%
Peer Avg (YTD)
+12.44%
vs Peers
+3.31%

HDGCX Mutual Fund Performance

HDGCX performance across multiple time periods: 1-month 4.91%, YTD 15.74%, 1-year 20.30%, 3-year 18.94%, 5-year 9.75%, 10-year 12.27%.

HDGCX returns outperform the peer average of 12.44% 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.