HAMGX Mutual Fund

NAV$1.00

Returns Overview

1 Month
-0.96%
3 Months
+3.33%
6 Months
+6.88%
YTD
-1.27%
1 Year
+11.49%
3 Years (annualized)
-0.84%
5 Years (annualized)
+5.17%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+3.81%
vs Peers
-5.08%

HAMGX Mutual Fund Performance

HAMGX performance across multiple time periods: 1-month -0.96%, YTD -1.27%, 1-year 11.49%, 3-year -0.84%, 5-year 5.17%, 10-year 9.43%.

HAMGX returns trail the peer average of 3.81% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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