HDGRX Mutual Fund

HDGRX Mutual Fund

NAV$41.63
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Returns Overview

1 Month
+4.95%
3 Months
+3.46%
6 Months
+11.12%
YTD
+16.13%
1 Year
+20.86%
3 Years (annualized)
+19.44%
5 Years (annualized)
+10.21%
10 Years (annualized)
+12.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGRX 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)
+16.13%
Peer Avg (YTD)
+20.32%
vs Peers
-4.20%

HDGRX Mutual Fund Performance

HDGRX performance across multiple time periods: 1-month 4.95%, YTD 16.13%, 1-year 20.86%, 3-year 19.44%, 5-year 10.21%, 10-year 12.73%.

HDGRX returns trail the peer average of 20.32% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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