HIGUX Mutual Fund

HIGUX Mutual Fund

NAV$20.84
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Returns Overview

1 Month
-3.41%
3 Months
-1.23%
6 Months
+6.45%
YTD
+7.51%
1 Year
+8.00%
3 Years (annualized)
+16.07%
5 Years (annualized)
+9.37%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIGUX 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)
+7.51%
Peer Avg (YTD)
+9.98%
vs Peers
-2.48%

HIGUX Mutual Fund Performance

HIGUX performance across multiple time periods: 1-month -3.41%, YTD 7.51%, 1-year 8.00%, 3-year 16.07%, 5-year 9.37%, 10-year 11.37%.

HIGUX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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