HFCGX Mutual Fund

HFCGX Mutual Fund

NAV$37.19
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Returns Overview

1 Month
-1.06%
3 Months
+2.07%
6 Months
+7.16%
YTD
+11.97%
1 Year
+18.20%
3 Years (annualized)
+17.87%
5 Years (annualized)
+13.72%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFCGX 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 Index(SPX)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+15.31%
vs Peers
-3.34%

HFCGX Mutual Fund Performance

HFCGX performance across multiple time periods: 1-month -1.06%, YTD 11.97%, 1-year 18.20%, 3-year 17.87%, 5-year 13.72%, 10-year 11.82%.

HFCGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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