HLGZX Mutual Fund

HLGZX Mutual Fund

NAV$34.11
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Returns Overview

1 Month
+0.64%
3 Months
+2.32%
6 Months
+2.67%
YTD
+4.53%
1 Year
+8.37%
3 Years (annualized)
+11.88%
5 Years (annualized)
+3.25%
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)
+4.53%
Peer Avg (YTD)
+6.23%
vs Peers
-1.71%

HLGZX Mutual Fund Performance

HLGZX performance across multiple time periods: 1-month 0.64%, YTD 4.53%, 1-year 8.37%, 3-year 11.88%, 5-year 3.25%, 10-year 10.18%.

HLGZX returns trail the peer average of 6.23% 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.