HGXRX Mutual Fund

HGXRX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
-1.36%
3 Months
+7.64%
6 Months
+9.32%
YTD
+13.39%
1 Year
+14.37%
3 Years (annualized)
+11.25%
5 Years (annualized)
+3.15%

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)
+13.39%
Peer Avg (YTD)
+8.67%
vs Peers
+4.73%

HGXRX Mutual Fund Performance

HGXRX performance across multiple time periods: 1-month -1.36%, YTD 13.39%, 1-year 14.37%, 3-year 11.25%, 5-year 3.15%.

HGXRX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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