HDGBX Mutual Fund

HDGBX Mutual Fund

NAV$22.01
See how much of HDGBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.17%
3 Months
+2.34%
6 Months
+15.08%
YTD
+10.98%
1 Year
+18.98%
3 Years (annualized)
+22.95%
5 Years (annualized)
+14.08%
10 Years (annualized)
+14.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+10.00%
vs Peers
+0.99%

HDGBX Mutual Fund Performance

HDGBX performance across multiple time periods: 1-month -3.17%, YTD 10.98%, 1-year 18.98%, 3-year 22.95%, 5-year 14.08%, 10-year 14.59%.

HDGBX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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