HDGYX Mutual Fund

NAV$41.47
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Returns Overview

1 Month
+0.02%
3 Months
+12.50%
6 Months
+9.25%
YTD
+8.58%
1 Year
+21.21%
3 Years (annualized)
+15.50%
5 Years (annualized)
+10.89%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGYX 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

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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)
+8.58%
Peer Avg (YTD)
+9.49%
vs Peers
-0.91%

HDGYX Mutual Fund Performance

HDGYX performance across multiple time periods: 1-month 0.02%, YTD 8.58%, 1-year 21.21%, 3-year 15.50%, 5-year 10.89%, 10-year 12.89%.

HDGYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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