HGXVX Mutual Fund

HGXVX Mutual Fund

NAV$19.03
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Returns Overview

1 Month
-2.39%
3 Months
-2.65%
6 Months
+14.24%
YTD
+12.33%
1 Year
+9.75%
3 Years (annualized)
+14.54%
5 Years (annualized)
+3.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXVX 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)
+12.33%
Peer Avg (YTD)
+7.86%
vs Peers
+4.46%

HGXVX Mutual Fund Performance

HGXVX performance across multiple time periods: 1-month -2.39%, YTD 12.33%, 1-year 9.75%, 3-year 14.54%, 5-year 3.41%.

HGXVX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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