HAGCX Mutual Fund

NAV$50.67

Returns Overview

1 Month
+4.11%
3 Months
+15.81%
6 Months
+10.73%
YTD
+9.54%
1 Year
+7.83%
3 Years (annualized)
+14.78%
5 Years (annualized)
+8.33%
10 Years (annualized)
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAGCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+10.82%
vs Peers
-1.27%

HAGCX Mutual Fund Performance

HAGCX performance across multiple time periods: 1-month 4.11%, YTD 9.54%, 1-year 7.83%, 3-year 14.78%, 5-year 8.33%, 10-year 16.03%.

HAGCX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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