HLGEX Mutual Fund

HLGEX Mutual Fund

NAV$50.63
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Returns Overview

1 Month
+0.73%
3 Months
-3.21%
6 Months
+2.27%
YTD
+2.72%
1 Year
+1.71%
3 Years (annualized)
+10.87%
5 Years (annualized)
+2.55%
10 Years (annualized)
+12.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLGEX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+9.89%
vs Peers
-7.17%

HLGEX Mutual Fund Performance

HLGEX performance across multiple time periods: 1-month 0.73%, YTD 2.72%, 1-year 1.71%, 3-year 10.87%, 5-year 2.55%, 10-year 12.32%.

HLGEX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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