HGIFX Mutual Fund

HGIFX Mutual Fund

NAV$59.10
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Returns Overview

1 Month
-0.54%
3 Months
+1.08%
6 Months
+4.12%
YTD
+8.74%
1 Year
+9.64%
3 Years (annualized)
+21.13%
5 Years (annualized)
+9.97%
10 Years (annualized)
+13.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGIFX 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)
+8.74%
Peer Avg (YTD)
+9.28%
vs Peers
-0.53%

HGIFX Mutual Fund Performance

HGIFX performance across multiple time periods: 1-month -0.54%, YTD 8.74%, 1-year 9.64%, 3-year 21.13%, 5-year 9.97%, 10-year 13.93%.

HGIFX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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