HLGZX Mutual Fund

HLGZX Mutual Fund

NAV$33.04
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Returns Overview

1 Month
-2.60%
3 Months
-0.27%
6 Months
+2.05%
YTD
+4.24%
1 Year
+5.17%
3 Years (annualized)
+15.57%
5 Years (annualized)
+5.30%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLGZX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+5.23%
vs Peers
-0.99%

HLGZX Mutual Fund Performance

HLGZX performance across multiple time periods: 1-month -2.60%, YTD 4.24%, 1-year 5.17%, 3-year 15.57%, 5-year 5.30%, 10-year 10.18%.

HLGZX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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