HGXYX Mutual Fund

HGXYX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
+2.60%
3 Months
+17.38%
6 Months
+16.04%
YTD
+15.27%
1 Year
+15.74%
3 Years (annualized)
+13.73%
5 Years (annualized)
+4.30%

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
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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)
+15.27%
Peer Avg (YTD)
+9.16%
vs Peers
+6.11%

HGXYX Mutual Fund Performance

HGXYX performance across multiple time periods: 1-month 2.60%, YTD 15.27%, 1-year 15.74%, 3-year 13.73%, 5-year 4.30%.

HGXYX returns outperform the peer average of 9.16% 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.