HCEGX Mutual Fund

HCEGX Mutual Fund

NAV$48.49
See how much of HCEGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.21%
3 Months
+1.36%
6 Months
+5.29%
YTD
+10.96%
1 Year
+11.05%
3 Years (annualized)
+21.25%
5 Years (annualized)
+6.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HCEGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+10.96%
Peer Avg (YTD)
+8.01%
vs Peers
+2.95%

HCEGX Mutual Fund Performance

HCEGX performance across multiple time periods: 1-month -1.21%, YTD 10.96%, 1-year 11.05%, 3-year 21.25%, 5-year 6.07%.

HCEGX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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