HGXTX Mutual Fund

HGXTX Mutual Fund

NAV$18.72
See how much of HGXTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
+7.82%
6 Months
+9.69%
YTD
+13.76%
1 Year
+15.08%
3 Years (annualized)
+11.93%
5 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+13.76%
Peer Avg (YTD)
+8.67%
vs Peers
+5.09%

HGXTX Mutual Fund Performance

HGXTX performance across multiple time periods: 1-month -1.30%, YTD 13.76%, 1-year 15.08%, 3-year 11.93%, 5-year 3.77%.

HGXTX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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