HGXTX Mutual Fund

HGXTX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-2.39%
3 Months
-2.65%
6 Months
+14.25%
YTD
+12.20%
1 Year
+9.62%
3 Years (annualized)
+14.38%
5 Years (annualized)
+3.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXTX 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
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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)
+12.20%
Peer Avg (YTD)
+7.86%
vs Peers
+4.34%

HGXTX Mutual Fund Performance

HGXTX performance across multiple time periods: 1-month -2.39%, YTD 12.20%, 1-year 9.62%, 3-year 14.38%, 5-year 3.29%.

HGXTX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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