HIGUX Mutual Fund

NAV$21.50

Returns Overview

1 Month
+0.29%
3 Months
+7.78%
6 Months
+9.53%
YTD
+8.84%
1 Year
+18.04%
3 Years (annualized)
+10.65%
5 Years (annualized)
+7.62%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIGUX 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)
+8.84%
Peer Avg (YTD)
+9.51%
vs Peers
-0.66%

HIGUX Mutual Fund Performance

HIGUX performance across multiple time periods: 1-month 0.29%, YTD 8.84%, 1-year 18.04%, 3-year 10.65%, 5-year 7.62%, 10-year 10.14%.

HIGUX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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