HFSGX Mutual Fund

HFSGX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
-0.67%
3 Months
-0.30%
6 Months
+2.29%
YTD
+6.95%
1 Year
+8.77%
3 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFSGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+5.30%
vs Peers
+1.65%

HFSGX Mutual Fund Performance

HFSGX performance across multiple time periods: 1-month -0.67%, YTD 6.95%, 1-year 8.77%, 3-year 14.35%.

HFSGX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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