HGXIX Mutual Fund

HGXIX Mutual Fund

NAV$19.19
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Returns Overview

1 Month
-2.42%
3 Months
-2.67%
6 Months
+14.17%
YTD
+12.14%
1 Year
+9.56%
3 Years (annualized)
+14.32%
5 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXIX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+12.14%
Peer Avg (YTD)
+7.86%
vs Peers
+4.28%

HGXIX Mutual Fund Performance

HGXIX performance across multiple time periods: 1-month -2.42%, YTD 12.14%, 1-year 9.56%, 3-year 14.32%, 5-year 3.22%.

HGXIX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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