HGXSX Mutual Fund

HGXSX Mutual Fund

NAV$19.99
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Returns Overview

1 Month
+2.58%
3 Months
+17.24%
6 Months
+15.91%
YTD
+15.16%
1 Year
+15.38%
3 Years (annualized)
+13.36%
5 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXSX 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)
+15.16%
Peer Avg (YTD)
+9.16%
vs Peers
+5.99%

HGXSX Mutual Fund Performance

HGXSX performance across multiple time periods: 1-month 2.58%, YTD 15.16%, 1-year 15.38%, 3-year 13.36%, 5-year 3.96%.

HGXSX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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