HRMGX Mutual Fund

HRMGX Mutual Fund

NAV$5.24
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Returns Overview

1 Month
-0.95%
3 Months
+3.16%
6 Months
+6.73%
YTD
-1.32%
1 Year
+11.28%
3 Years (annualized)
-1.06%
5 Years (annualized)
-7.67%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRMGX 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)
-1.32%
Peer Avg (YTD)
+3.81%
vs Peers
-5.13%

HRMGX Mutual Fund Performance

HRMGX performance across multiple time periods: 1-month -0.95%, YTD -1.32%, 1-year 11.28%, 3-year -1.06%, 5-year -7.67%, 10-year 2.41%.

HRMGX returns trail the peer average of 3.81% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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