HLGAX Mutual Fund

HLGAX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-1.13%
3 Months
-0.83%
6 Months
-0.98%
YTD
-0.71%
1 Year
+2.56%
3 Years (annualized)
+3.40%
5 Years (annualized)
-0.51%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLGAX 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
Bloomberg US Government Bond Index
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+0.12%
vs Peers
-0.83%

HLGAX Mutual Fund Performance

HLGAX performance across multiple time periods: 1-month -1.13%, YTD -0.71%, 1-year 2.56%, 3-year 3.40%, 5-year -0.51%, 10-year 0.97%.

HLGAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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