HDGIX Mutual Fund

HDGIX Mutual Fund

NAV$39.00
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Returns Overview

1 Month
-3.15%
3 Months
+2.35%
6 Months
+15.12%
YTD
+11.12%
1 Year
+29.55%
3 Years (annualized)
+17.27%
5 Years (annualized)
+11.07%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HDGIX 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
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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)
+11.12%
Peer Avg (YTD)
+10.00%
vs Peers
+1.12%

HDGIX Mutual Fund Performance

HDGIX performance across multiple time periods: 1-month -3.15%, YTD 11.12%, 1-year 29.55%, 3-year 17.27%, 5-year 11.07%, 10-year 13.07%.

HDGIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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