SDHGCX

Investment trust

$30.49 -$0.41 (-1.33%) NAV as of Oct 19, 2026

Prices on SharpeShare since Jan 3, 2025

52-week range

Low $26.16High $31.95

Has SDHGCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDHGCX returned +13.0%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SDHGCX
+13.0%
S&P 500
+17.3%
Largest decline 
SDHGCX
10.3%
S&P 500
8.9%
Risk-adjusted return 
SDHGCX
0.65
S&P 500
1.13
Downside risk-adjusted return 
SDHGCX
0.98
S&P 500
1.74

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

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Returns by period

PeriodSDHGCXS&P 500
1 month +0.5% +0.8%
3 months -3.0% +3.4%
Year to date +6.0% +13.3%
1 year +13.0% +17.3%

Volatility (1-year, annualized): 18.3% · Largest decline (max drawdown, since Jan 2025): 17.0%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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