HGXCX Mutual Fund

HGXCX Mutual Fund

NAV$19.19
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.52%
3 Months
+17.02%
6 Months
+15.43%
YTD
+14.65%
1 Year
+14.44%
3 Years (annualized)
+12.44%
5 Years (annualized)
+3.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+14.65%
Peer Avg (YTD)
+9.16%
vs Peers
+5.49%

HGXCX Mutual Fund Performance

HGXCX performance across multiple time periods: 1-month 2.52%, YTD 14.65%, 1-year 14.44%, 3-year 12.44%, 5-year 3.60%.

HGXCX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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