HSGFX Mutual Fund

NAV$5.37

Returns Overview

1 Month
-0.58%
3 Months
-13.20%
6 Months
-9.84%
YTD
-9.52%
1 Year
-16.41%
3 Years (annualized)
-4.35%
5 Years (annualized)
-3.52%
10 Years (annualized)
-2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSGFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-9.52%
Peer Avg (YTD)
+3.78%
vs Peers
-13.30%

HSGFX Mutual Fund Performance

HSGFX performance across multiple time periods: 1-month -0.58%, YTD -9.52%, 1-year -16.41%, 3-year -4.35%, 5-year -3.52%, 10-year -2.93%.

HSGFX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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