HDGVX Mutual Fund

HDGVX Mutual Fund

NAV$40.79
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Returns Overview

1 Month
+3.74%
3 Months
+7.59%
6 Months
+11.08%
YTD
+12.71%
1 Year
+27.05%
3 Years (annualized)
+15.84%
5 Years (annualized)
+11.39%
10 Years (annualized)
+13.07%

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
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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)
+12.71%
Peer Avg (YTD)
+11.41%
vs Peers
+1.30%

HDGVX Mutual Fund Performance

HDGVX performance across multiple time periods: 1-month 3.74%, YTD 12.71%, 1-year 27.05%, 3-year 15.84%, 5-year 11.39%, 10-year 13.07%.

HDGVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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