HLGEX Mutual Fund

HLGEX Mutual Fund

NAV$49.98
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Returns Overview

1 Month
-8.02%
3 Months
+0.60%
6 Months
+2.00%
YTD
+1.98%
1 Year
+0.91%
3 Years (annualized)
+9.64%
5 Years (annualized)
+2.89%
10 Years (annualized)
+12.18%

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
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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+9.54%
vs Peers
-7.56%

HLGEX Mutual Fund Performance

HLGEX performance across multiple time periods: 1-month -8.02%, YTD 1.98%, 1-year 0.91%, 3-year 9.64%, 5-year 2.89%, 10-year 12.18%.

HLGEX returns trail the peer average of 9.54% 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.