HGIYX Mutual Fund

HGIYX Mutual Fund

NAV$60.92
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Returns Overview

1 Month
+0.25%
3 Months
+2.98%
6 Months
+6.21%
YTD
+7.52%
1 Year
+15.35%
3 Years (annualized)
+17.65%
5 Years (annualized)
+10.62%
10 Years (annualized)
+13.86%

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)
+7.52%
Peer Avg (YTD)
+9.41%
vs Peers
-1.89%

HGIYX Mutual Fund Performance

HGIYX performance across multiple time periods: 1-month 0.25%, YTD 7.52%, 1-year 15.35%, 3-year 17.65%, 5-year 10.62%, 10-year 13.86%.

HGIYX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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