HGIIX Mutual Fund

HGIIX Mutual Fund

NAV$60.58
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Returns Overview

1 Month
-0.13%
3 Months
+1.87%
6 Months
+14.41%
YTD
+9.25%
1 Year
+11.91%
3 Years (annualized)
+18.88%
5 Years (annualized)
+10.40%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGIIX 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)
+9.25%
Peer Avg (YTD)
+9.98%
vs Peers
-0.74%

HGIIX Mutual Fund Performance

HGIIX performance across multiple time periods: 1-month -0.13%, YTD 9.25%, 1-year 11.91%, 3-year 18.88%, 5-year 10.40%, 10-year 14.12%.

HGIIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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