HGIRX Mutual Fund

HGIRX Mutual Fund

NAV$61.28
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Returns Overview

1 Month
-0.18%
3 Months
+1.71%
6 Months
+14.07%
YTD
+8.75%
1 Year
+11.21%
3 Years (annualized)
+18.14%
5 Years (annualized)
+9.72%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGIRX 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)
+8.75%
Peer Avg (YTD)
+9.98%
vs Peers
-1.23%

HGIRX Mutual Fund Performance

HGIRX performance across multiple time periods: 1-month -0.18%, YTD 8.75%, 1-year 11.21%, 3-year 18.14%, 5-year 9.72%, 10-year 13.42%.

HGIRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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