HILGX Mutual Fund

HILGX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
+2.98%
3 Months
+7.35%
6 Months
+8.96%
YTD
+14.96%
1 Year
+19.67%
3 Years (annualized)
+10.04%
5 Years (annualized)
+7.85%
10 Years (annualized)
+11.48%

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)
+14.96%
Peer Avg (YTD)
+11.41%
vs Peers
+3.55%

HILGX Mutual Fund Performance

HILGX performance across multiple time periods: 1-month 2.98%, YTD 14.96%, 1-year 19.67%, 3-year 10.04%, 5-year 7.85%, 10-year 11.48%.

HILGX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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