HFSGX Mutual Fund

HFSGX Mutual Fund

NAV$13.64
See how much of HFSGX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.45%
3 Months
+2.60%
6 Months
+4.84%
YTD
+7.27%
1 Year
+17.20%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+5.54%
vs Peers
+1.74%

HFSGX Mutual Fund Performance

HFSGX performance across multiple time periods: 1-month -0.45%, YTD 7.27%, 1-year 17.20%.

HFSGX returns outperform the peer average of 5.54% 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.