HFCGX Mutual Fund

NAV$38.29

Returns Overview

1 Month
-0.11%
3 Months
+11.70%
6 Months
+13.40%
YTD
+13.17%
1 Year
+18.20%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.70%
10 Years (annualized)
+12.45%

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
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)
+13.17%
Peer Avg (YTD)
+18.52%
vs Peers
-5.36%

HFCGX Mutual Fund Performance

HFCGX performance across multiple time periods: 1-month -0.11%, YTD 13.17%, 1-year 18.20%, 3-year 20.81%, 5-year 12.70%, 10-year 12.45%.

HFCGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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