HISGX Mutual Fund

HISGX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-7.40%
3 Months
-1.96%
6 Months
+5.51%
YTD
+11.48%
1 Year
+20.29%
3 Years (annualized)
+12.00%
5 Years (annualized)
+5.10%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HISGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+15.31%
vs Peers
-3.83%

HISGX Mutual Fund Performance

HISGX performance across multiple time periods: 1-month -7.40%, YTD 11.48%, 1-year 20.29%, 3-year 12.00%, 5-year 5.10%, 10-year 11.73%.

HISGX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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