HDGCX Mutual Fund

NAV$37.45

Returns Overview

1 Month
-0.08%
3 Months
+12.22%
6 Months
+8.72%
YTD
+8.05%
1 Year
+19.79%
3 Years (annualized)
+14.28%
5 Years (annualized)
+9.73%
10 Years (annualized)
+11.69%

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

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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)
+8.05%
Peer Avg (YTD)
+9.49%
vs Peers
-1.44%

HDGCX Mutual Fund Performance

HDGCX performance across multiple time periods: 1-month -0.08%, YTD 8.05%, 1-year 19.79%, 3-year 14.28%, 5-year 9.73%, 10-year 11.69%.

HDGCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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