HILGX Mutual Fund

HILGX Mutual Fund

NAV$13.52
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Returns Overview

1 Month
-3.54%
3 Months
+2.43%
6 Months
+9.65%
YTD
+13.06%
1 Year
+14.61%
3 Years (annualized)
+12.17%
5 Years (annualized)
+8.13%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILGX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+10.00%
vs Peers
+3.07%

HILGX Mutual Fund Performance

HILGX performance across multiple time periods: 1-month -3.54%, YTD 13.06%, 1-year 14.61%, 3-year 12.17%, 5-year 8.13%, 10-year 9.29%.

HILGX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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