HDGVX Mutual Fund

HDGVX Mutual Fund

NAV$42.40
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Returns Overview

1 Month
+5.04%
3 Months
+3.65%
6 Months
+11.52%
YTD
+16.82%
1 Year
+21.45%
3 Years (annualized)
+20.37%
5 Years (annualized)
+11.05%
10 Years (annualized)
+13.56%

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)
+16.82%
Peer Avg (YTD)
+14.61%
vs Peers
+2.21%

HDGVX Mutual Fund Performance

HDGVX performance across multiple time periods: 1-month 5.04%, YTD 16.82%, 1-year 21.45%, 3-year 20.37%, 5-year 11.05%, 10-year 13.56%.

HDGVX returns outperform the peer average of 14.61% 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.