HDGSX Mutual Fund

NAV$40.94

Returns Overview

1 Month
+0.00%
3 Months
+12.41%
6 Months
+9.08%
YTD
+8.41%
1 Year
+20.75%
3 Years (annualized)
+15.13%
5 Years (annualized)
+10.53%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGSX 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
PROUpgrade to run

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)
+8.41%
Peer Avg (YTD)
+9.49%
vs Peers
-1.08%

HDGSX Mutual Fund Performance

HDGSX performance across multiple time periods: 1-month 0.00%, YTD 8.41%, 1-year 20.75%, 3-year 15.13%, 5-year 10.53%, 10-year 12.50%.

HDGSX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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