HDGVX Mutual Fund

NAV$41.21

Returns Overview

1 Month
+0.02%
3 Months
+12.53%
6 Months
+9.31%
YTD
+8.65%
1 Year
+32.72%
3 Years (annualized)
+19.12%
5 Years (annualized)
+12.99%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGVX 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
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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)
+8.65%
Peer Avg (YTD)
+9.49%
vs Peers
-0.84%

HDGVX Mutual Fund Performance

HDGVX performance across multiple time periods: 1-month 0.02%, YTD 8.65%, 1-year 32.72%, 3-year 19.12%, 5-year 12.99%, 10-year 13.98%.

HDGVX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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