HDGTX Mutual Fund

HDGTX Mutual Fund

NAV$40.79
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Returns Overview

1 Month
+3.74%
3 Months
+7.56%
6 Months
+11.02%
YTD
+12.62%
1 Year
+27.39%
3 Years (annualized)
+15.73%
5 Years (annualized)
+11.26%
10 Years (annualized)
+12.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGTX 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)
+12.62%
Peer Avg (YTD)
+11.41%
vs Peers
+1.21%

HDGTX Mutual Fund Performance

HDGTX performance across multiple time periods: 1-month 3.74%, YTD 12.62%, 1-year 27.39%, 3-year 15.73%, 5-year 11.26%, 10-year 12.95%.

HDGTX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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