HGXVX Mutual Fund

HGXVX Mutual Fund

NAV$19.31
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Returns Overview

1 Month
-1.30%
3 Months
+7.88%
6 Months
+9.75%
YTD
+13.88%
1 Year
+15.21%
3 Years (annualized)
+12.06%
5 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXVX 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)
+13.88%
Peer Avg (YTD)
+8.67%
vs Peers
+5.22%

HGXVX Mutual Fund Performance

HGXVX performance across multiple time periods: 1-month -1.30%, YTD 13.88%, 1-year 15.21%, 3-year 12.06%, 5-year 3.89%.

HGXVX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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