HDGRX Mutual Fund

HDGRX Mutual Fund

NAV$40.77
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Returns Overview

1 Month
+3.68%
3 Months
+7.40%
6 Months
+10.68%
YTD
+12.24%
1 Year
+26.43%
3 Years (annualized)
+14.93%
5 Years (annualized)
+10.54%
10 Years (annualized)
+12.24%

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
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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)
+12.24%
Peer Avg (YTD)
+11.41%
vs Peers
+0.83%

HDGRX Mutual Fund Performance

HDGRX performance across multiple time periods: 1-month 3.68%, YTD 12.24%, 1-year 26.43%, 3-year 14.93%, 5-year 10.54%, 10-year 12.24%.

HDGRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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