HGXYX Mutual Fund

HGXYX Mutual Fund

NAV$18.83
See how much of HGXYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.70%
3 Months
-3.04%
6 Months
+4.58%
YTD
+10.32%
1 Year
+10.17%
3 Years (annualized)
+16.71%
5 Years (annualized)
+2.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXYX 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)
+10.32%
Peer Avg (YTD)
+7.47%
vs Peers
+2.85%

HGXYX Mutual Fund Performance

HGXYX performance across multiple time periods: 1-month -1.70%, YTD 10.32%, 1-year 10.17%, 3-year 16.71%, 5-year 2.69%.

HGXYX returns outperform the peer average of 7.47% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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