HAGIX Mutual Fund

HAGIX Mutual Fund

NAV$74.29
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Returns Overview

1 Month
-0.35%
3 Months
-1.35%
6 Months
+3.57%
YTD
+5.38%
1 Year
+1.24%
3 Years (annualized)
+9.98%
5 Years (annualized)
+1.75%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAGIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+9.89%
vs Peers
-4.51%

HAGIX Mutual Fund Performance

HAGIX performance across multiple time periods: 1-month -0.35%, YTD 5.38%, 1-year 1.24%, 3-year 9.98%, 5-year 1.75%, 10-year 11.31%.

HAGIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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