HGIYX Mutual Fund

HGIYX Mutual Fund

NAV$61.38
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Returns Overview

1 Month
-0.79%
3 Months
+12.31%
6 Months
+7.56%
YTD
+7.25%
1 Year
+17.92%
3 Years (annualized)
+18.18%
5 Years (annualized)
+10.83%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGIYX 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)
+7.25%
Peer Avg (YTD)
+9.51%
vs Peers
-2.26%

HGIYX Mutual Fund Performance

HGIYX performance across multiple time periods: 1-month -0.79%, YTD 7.25%, 1-year 17.92%, 3-year 18.18%, 5-year 10.83%, 10-year 14.01%.

HGIYX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

HGIYX performance comparison shows side-by-side returns with another fund. HGIYX alternatives are available in the Mutual Fund Screener.