HDOGX Mutual Fund

NAV$15.35

Returns Overview

1 Month
+1.38%
3 Months
+1.18%
6 Months
+5.39%
YTD
+5.31%
1 Year
+12.79%
3 Years (annualized)
+10.65%
5 Years (annualized)
+6.66%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDOGX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+5.31%
Peer Avg (YTD)
+5.87%
vs Peers
-0.55%

HDOGX Mutual Fund Performance

HDOGX performance across multiple time periods: 1-month 1.38%, YTD 5.31%, 1-year 12.79%, 3-year 10.65%, 5-year 6.66%, 10-year 6.05%.

HDOGX returns trail the peer average of 5.87% YTD. With an expense ratio of 3.25%, investors should weigh costs against performance when evaluating this mutual fund.

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