HGIFX Mutual Fund

HGIFX Mutual Fund

NAV$60.60
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Returns Overview

1 Month
+1.75%
3 Months
+1.23%
6 Months
+8.60%
YTD
+9.46%
1 Year
+15.39%
3 Years (annualized)
+18.99%
5 Years (annualized)
+10.50%
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
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📉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)
+9.46%
Peer Avg (YTD)
+11.21%
vs Peers
-1.75%

HGIFX Mutual Fund Performance

HGIFX performance across multiple time periods: 1-month 1.75%, YTD 9.46%, 1-year 15.39%, 3-year 18.99%, 5-year 10.50%, 10-year 13.93%.

HGIFX returns trail the peer average of 11.21% 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.