HCEGX Mutual Fund

HCEGX Mutual Fund

NAV$50.45
See how much of HCEGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.01%
3 Months
+2.73%
6 Months
+18.18%
YTD
+12.32%
1 Year
+14.97%
3 Years (annualized)
+18.91%
5 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCEGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+6.72%
vs Peers
+5.60%

HCEGX Mutual Fund Performance

HCEGX performance across multiple time periods: 1-month -0.01%, YTD 12.32%, 1-year 14.97%, 3-year 18.91%, 5-year 6.93%.

HCEGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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