HAGAX Mutual Fund

HAGAX Mutual Fund

NAV$71.66
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Returns Overview

1 Month
+4.15%
3 Months
+16.03%
6 Months
+11.12%
YTD
+9.94%
1 Year
+8.60%
3 Years (annualized)
+15.58%
5 Years (annualized)
+8.34%
10 Years (annualized)
+16.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAGAX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+10.82%
vs Peers
-0.88%

HAGAX Mutual Fund Performance

HAGAX performance across multiple time periods: 1-month 4.15%, YTD 9.94%, 1-year 8.60%, 3-year 15.58%, 5-year 8.34%, 10-year 16.07%.

HAGAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

HAGAX performance comparison shows side-by-side returns with another fund. HAGAX alternatives are available in the Mutual Fund Screener.