HGXIX Mutual Fund

HGXIX Mutual Fund

NAV$19.98
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Returns Overview

1 Month
+2.58%
3 Months
+17.31%
6 Months
+15.98%
YTD
+15.23%
1 Year
+15.64%
3 Years (annualized)
+13.64%
5 Years (annualized)
+4.20%

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)
+15.23%
Peer Avg (YTD)
+9.16%
vs Peers
+6.06%

HGXIX Mutual Fund Performance

HGXIX performance across multiple time periods: 1-month 2.58%, YTD 15.23%, 1-year 15.64%, 3-year 13.64%, 5-year 4.20%.

HGXIX returns outperform the peer average of 9.16% 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.