HDGRX Mutual Fund

NAV$40.47

Returns Overview

1 Month
-0.02%
3 Months
+12.32%
6 Months
+8.94%
YTD
+8.26%
1 Year
+20.34%
3 Years (annualized)
+14.75%
5 Years (annualized)
+10.17%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGRX 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)
+8.26%
Peer Avg (YTD)
+9.49%
vs Peers
-1.23%

HDGRX Mutual Fund Performance

HDGRX performance across multiple time periods: 1-month -0.02%, YTD 8.26%, 1-year 20.34%, 3-year 14.75%, 5-year 10.17%, 10-year 12.15%.

HDGRX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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