HGXRX Mutual Fund

HGXRX Mutual Fund

NAV$19.52
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Returns Overview

1 Month
+2.57%
3 Months
+17.14%
6 Months
+15.72%
YTD
+14.96%
1 Year
+15.04%
3 Years (annualized)
+13.04%
5 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXRX 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)
+14.96%
Peer Avg (YTD)
+9.16%
vs Peers
+5.79%

HGXRX Mutual Fund Performance

HGXRX performance across multiple time periods: 1-month 2.57%, YTD 14.96%, 1-year 15.04%, 3-year 13.04%, 5-year 4.15%.

HGXRX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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