HDGSX Mutual Fund

HDGSX Mutual Fund

NAV$40.27
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Returns Overview

1 Month
+1.84%
3 Months
+5.62%
6 Months
+11.55%
YTD
+14.50%
1 Year
+24.47%
3 Years (annualized)
+16.87%
5 Years (annualized)
+10.70%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGSX 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)
+14.50%
Peer Avg (YTD)
+12.44%
vs Peers
+2.07%

HDGSX Mutual Fund Performance

HDGSX performance across multiple time periods: 1-month 1.84%, YTD 14.50%, 1-year 24.47%, 3-year 16.87%, 5-year 10.70%, 10-year 12.76%.

HDGSX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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