HDGIX Mutual Fund

HDGIX Mutual Fund

NAV$38.54
See how much of HDGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.87%
3 Months
+5.68%
6 Months
+11.71%
YTD
+14.73%
1 Year
+24.46%
3 Years (annualized)
+17.27%
5 Years (annualized)
+11.07%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGIX 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)
+14.73%
Peer Avg (YTD)
+12.44%
vs Peers
+2.30%

HDGIX Mutual Fund Performance

HDGIX performance across multiple time periods: 1-month 1.87%, YTD 14.73%, 1-year 24.46%, 3-year 17.27%, 5-year 11.07%, 10-year 13.07%.

HDGIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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