HNMGX Mutual Fund

HNMGX Mutual Fund

NAV$6.31
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Returns Overview

1 Month
-0.94%
3 Months
+3.28%
6 Months
+6.96%
YTD
-1.25%
1 Year
+11.70%
3 Years (annualized)
-0.73%
5 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNMGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
+3.81%
vs Peers
-5.06%

HNMGX Mutual Fund Performance

HNMGX performance across multiple time periods: 1-month -0.94%, YTD -1.25%, 1-year 11.70%, 3-year -0.73%, 5-year 5.28%.

HNMGX returns trail the peer average of 3.81% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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