HGXVX Mutual Fund

NAV$19.82
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Returns Overview

1 Month
+2.61%
3 Months
+17.35%
6 Months
+16.14%
YTD
+15.38%
1 Year
+15.89%
3 Years (annualized)
+13.85%
5 Years (annualized)
+4.40%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+9.16%
vs Peers
+6.22%

HGXVX Mutual Fund Performance

HGXVX performance across multiple time periods: 1-month 2.61%, YTD 15.38%, 1-year 15.89%, 3-year 13.85%, 5-year 4.40%.

HGXVX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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