HAGAX Mutual Fund

HAGAX Mutual Fund

NAV$67.00
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Returns Overview

1 Month
-5.00%
3 Months
+2.33%
6 Months
+5.12%
YTD
+5.57%
1 Year
+2.10%
3 Years (annualized)
+8.86%
5 Years (annualized)
+2.02%
10 Years (annualized)
+11.02%

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)
+5.57%
Peer Avg (YTD)
+9.54%
vs Peers
-3.97%

HAGAX Mutual Fund Performance

HAGAX performance across multiple time periods: 1-month -5.00%, YTD 5.57%, 1-year 2.10%, 3-year 8.86%, 5-year 2.02%, 10-year 11.02%.

HAGAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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