HDOGX Mutual Fund

NAV$15.03

Returns Overview

1 Month
+0.13%
3 Months
-4.21%
6 Months
+2.77%
YTD
+3.88%
1 Year
+12.31%
3 Years
+11.27%
5 Years
+6.26%
10 Years
+6.16%

Risk Metrics (1-Year)

No risk data available for this ETF

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)
+3.88%
Peer Avg (YTD)
+5.10%
vs Peers
-1.23%

HDOGX Mutual Fund Performance

HDOGX performance across multiple time periods: 1-month 0.13%, YTD 3.88%, 1-year 12.31%, 3-year 11.27%, 5-year 6.26%, 10-year 6.16%.

HDOGX returns trail the peer average of 5.10% 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.