HAGAX Mutual Fund

HAGAX Mutual Fund

NAV$68.16
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Returns Overview

1 Month
-1.95%
3 Months
-7.21%
6 Months
+7.67%
YTD
+2.01%
1 Year
-0.09%
3 Years (annualized)
+9.64%
5 Years (annualized)
+1.43%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAGAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+6.72%
vs Peers
-4.71%

HAGAX Mutual Fund Performance

HAGAX performance across multiple time periods: 1-month -1.95%, YTD 2.01%, 1-year -0.09%, 3-year 9.64%, 5-year 1.43%, 10-year 10.96%.

HAGAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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