HGXFX Mutual Fund

NAV$19.61

Returns Overview

1 Month
+2.59%
3 Months
+17.34%
6 Months
+16.08%
YTD
+15.32%
1 Year
+15.83%
3 Years (annualized)
+13.84%
5 Years (annualized)
+4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+15.32%
Peer Avg (YTD)
+9.16%
vs Peers
+6.16%

HGXFX Mutual Fund Performance

HGXFX performance across multiple time periods: 1-month 2.59%, YTD 15.32%, 1-year 15.83%, 3-year 13.84%, 5-year 4.39%.

HGXFX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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