HAGIX Mutual Fund

NAV$75.06

Returns Overview

1 Month
+4.18%
3 Months
+16.11%
6 Months
+11.28%
YTD
+10.09%
1 Year
+8.93%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.52%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAGIX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+10.09%
Peer Avg (YTD)
+10.82%
vs Peers
-0.73%

HAGIX Mutual Fund Performance

HAGIX performance across multiple time periods: 1-month 4.18%, YTD 10.09%, 1-year 8.93%, 3-year 15.94%, 5-year 8.52%, 10-year 16.28%.

HAGIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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