HESGX Mutual Fund

HESGX Mutual Fund

NAV$46.17
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Returns Overview

1 Month
-0.87%
3 Months
+2.81%
6 Months
+15.54%
YTD
+9.40%
1 Year
+12.40%
3 Years (annualized)
+16.09%
5 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HESGX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+9.40%
Peer Avg (YTD)
+9.98%
vs Peers
-0.58%

HESGX Mutual Fund Performance

HESGX performance across multiple time periods: 1-month -0.87%, YTD 9.40%, 1-year 12.40%, 3-year 16.09%, 5-year 9.05%.

HESGX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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