HDGFX Mutual Fund

NAV$39.15

Returns Overview

1 Month
+0.03%
3 Months
+12.52%
6 Months
+9.30%
YTD
+8.63%
1 Year
+33.26%
3 Years (annualized)
+19.28%
5 Years (annualized)
+13.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGFX 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)
+8.63%
Peer Avg (YTD)
+9.49%
vs Peers
-0.86%

HDGFX Mutual Fund Performance

HDGFX performance across multiple time periods: 1-month 0.03%, YTD 8.63%, 1-year 33.26%, 3-year 19.28%, 5-year 13.08%.

HDGFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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