HDGCX Mutual Fund

HDGCX Mutual Fund

NAV$37.06
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Returns Overview

1 Month
-3.22%
3 Months
+2.10%
6 Months
+14.57%
YTD
+10.32%
1 Year
+16.58%
3 Years (annualized)
+16.10%
5 Years (annualized)
+9.96%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGCX 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)
+10.32%
Peer Avg (YTD)
+10.00%
vs Peers
+0.33%

HDGCX Mutual Fund Performance

HDGCX performance across multiple time periods: 1-month -3.22%, YTD 10.32%, 1-year 16.58%, 3-year 16.10%, 5-year 9.96%, 10-year 11.96%.

HDGCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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