HSGFX Mutual Fund

HSGFX Mutual Fund

NAV$5.42
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Returns Overview

1 Month
-0.18%
3 Months
+6.04%
6 Months
-7.95%
YTD
-4.06%
1 Year
-7.22%
3 Years (annualized)
-2.81%
5 Years (annualized)
-1.24%
10 Years (annualized)
-2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSGFX 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
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📉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)
-4.06%
Peer Avg (YTD)
+5.11%
vs Peers
-9.17%

HSGFX Mutual Fund Performance

HSGFX performance across multiple time periods: 1-month -0.18%, YTD -4.06%, 1-year -7.22%, 3-year -2.81%, 5-year -1.24%, 10-year -2.06%.

HSGFX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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