HGXAX Mutual Fund

HGXAX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
-1.33%
3 Months
+7.73%
6 Months
+9.50%
YTD
+13.58%
1 Year
+14.65%
3 Years (annualized)
+11.52%
5 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXAX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+13.58%
Peer Avg (YTD)
+8.67%
vs Peers
+4.91%

HGXAX Mutual Fund Performance

HGXAX performance across multiple time periods: 1-month -1.33%, YTD 13.58%, 1-year 14.65%, 3-year 11.52%, 5-year 3.38%.

HGXAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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