HGXIX Mutual Fund

HGXIX Mutual Fund

NAV$19.41
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Returns Overview

1 Month
-1.29%
3 Months
+7.80%
6 Months
+9.65%
YTD
+13.74%
1 Year
+15.03%
3 Years (annualized)
+11.86%
5 Years (annualized)
+3.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXIX 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)
+13.74%
Peer Avg (YTD)
+8.67%
vs Peers
+5.08%

HGXIX Mutual Fund Performance

HGXIX performance across multiple time periods: 1-month -1.29%, YTD 13.74%, 1-year 15.03%, 3-year 11.86%, 5-year 3.70%.

HGXIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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