HIAGX Mutual Fund

NAV$25.75

Returns Overview

1 Month
-0.80%
3 Months
+12.26%
6 Months
+7.42%
YTD
+7.14%
1 Year
+28.73%
3 Years (annualized)
+21.87%
5 Years (annualized)
+12.68%
10 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIAGX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.14%
Peer Avg (YTD)
+9.51%
vs Peers
-2.37%

HIAGX Mutual Fund Performance

HIAGX performance across multiple time periods: 1-month -0.80%, YTD 7.14%, 1-year 28.73%, 3-year 21.87%, 5-year 12.68%, 10-year 15.02%.

HIAGX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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