HILGX Mutual Fund

HILGX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
+2.08%
3 Months
+7.05%
6 Months
+11.64%
YTD
+10.38%
1 Year
+22.51%
3 Years (annualized)
+13.65%
5 Years (annualized)
+9.02%
10 Years (annualized)
+12.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILGX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+9.49%
vs Peers
+0.89%

HILGX Mutual Fund Performance

HILGX performance across multiple time periods: 1-month 2.08%, YTD 10.38%, 1-year 22.51%, 3-year 13.65%, 5-year 9.02%, 10-year 12.58%.

HILGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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