HIMGX Mutual Fund

HIMGX Mutual Fund

NAV$4.68
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Returns Overview

1 Month
-0.85%
3 Months
+3.32%
6 Months
+6.87%
YTD
-1.06%
1 Year
+11.46%
3 Years (annualized)
-1.12%
5 Years (annualized)
+4.84%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+3.81%
vs Peers
-4.87%

HIMGX Mutual Fund Performance

HIMGX performance across multiple time periods: 1-month -0.85%, YTD -1.06%, 1-year 11.46%, 3-year -1.12%, 5-year 4.84%, 10-year 9.06%.

HIMGX returns trail the peer average of 3.81% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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