HGICX Mutual Fund

HGICX Mutual Fund

NAV$52.03
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Returns Overview

1 Month
-0.22%
3 Months
+1.62%
6 Months
+13.83%
YTD
+8.45%
1 Year
+10.79%
3 Years (annualized)
+17.69%
5 Years (annualized)
+9.30%
10 Years (annualized)
+12.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGICX 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)
+8.45%
Peer Avg (YTD)
+9.98%
vs Peers
-1.53%

HGICX Mutual Fund Performance

HGICX performance across multiple time periods: 1-month -0.22%, YTD 8.45%, 1-year 10.79%, 3-year 17.69%, 5-year 9.30%, 10-year 12.98%.

HGICX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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