HLGZX Mutual Fund

HLGZX Mutual Fund

NAV$34.18
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Returns Overview

1 Month
-1.26%
3 Months
+9.77%
6 Months
+4.46%
YTD
+3.86%
1 Year
+8.80%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.01%

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)
+3.86%
Peer Avg (YTD)
+8.97%
vs Peers
-5.11%

HLGZX Mutual Fund Performance

HLGZX performance across multiple time periods: 1-month -1.26%, YTD 3.86%, 1-year 8.80%, 3-year 12.47%, 5-year 6.01%.

HLGZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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