HDGVX Mutual Fund

HDGVX Mutual Fund

NAV$41.01
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Returns Overview

1 Month
-3.14%
3 Months
+2.37%
6 Months
+15.20%
YTD
+11.22%
1 Year
+29.15%
3 Years (annualized)
+17.39%
5 Years (annualized)
+11.18%
10 Years (annualized)
+13.18%

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)
+11.22%
Peer Avg (YTD)
+10.00%
vs Peers
+1.22%

HDGVX Mutual Fund Performance

HDGVX performance across multiple time periods: 1-month -3.14%, YTD 11.22%, 1-year 29.15%, 3-year 17.39%, 5-year 11.18%, 10-year 13.18%.

HDGVX returns outperform the peer average of 10.00% 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.