HGXCX Mutual Fund

HGXCX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
+0.92%
3 Months
+2.03%
6 Months
+7.95%
YTD
+14.10%
1 Year
+11.10%
3 Years (annualized)
+13.11%
5 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXCX 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)
+14.10%
Peer Avg (YTD)
+9.98%
vs Peers
+4.13%

HGXCX Mutual Fund Performance

HGXCX performance across multiple time periods: 1-month 0.92%, YTD 14.10%, 1-year 11.10%, 3-year 13.11%, 5-year 2.62%.

HGXCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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