HAGIX Mutual Fund

HAGIX Mutual Fund

NAV$70.90
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Returns Overview

1 Month
-2.94%
3 Months
-5.14%
6 Months
-2.86%
YTD
-0.77%
1 Year
-2.97%
3 Years (annualized)
+12.33%
5 Years (annualized)
+0.47%
10 Years (annualized)
+11.23%

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
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)
-0.77%
Peer Avg (YTD)
+8.01%
vs Peers
-8.77%

HAGIX Mutual Fund Performance

HAGIX performance across multiple time periods: 1-month -2.94%, YTD -0.77%, 1-year -2.97%, 3-year 12.33%, 5-year 0.47%, 10-year 11.23%.

HAGIX returns trail the peer average of 8.01% 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.