HGASX Mutual Fund

HGASX Mutual Fund

NAV$29.10
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Returns Overview

1 Month
+11.46%
3 Months
+2.13%
6 Months
-1.19%
YTD
+12.88%
1 Year
+15.02%
3 Years (annualized)
+19.15%
5 Years (annualized)
+12.22%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGASX 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
AGA Stock Index(^AGA)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+6.38%
vs Peers
+6.51%

HGASX Mutual Fund Performance

HGASX performance across multiple time periods: 1-month 11.46%, YTD 12.88%, 1-year 15.02%, 3-year 19.15%, 5-year 12.22%, 10-year 8.36%.

HGASX returns outperform the peer average of 6.38% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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