HESGX Mutual Fund

HESGX Mutual Fund

NAV$45.52
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Returns Overview

1 Month
-0.72%
3 Months
+1.07%
6 Months
+4.39%
YTD
+8.61%
1 Year
+8.77%
3 Years (annualized)
+18.57%
5 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HESGX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+17.72%
vs Peers
-9.10%

HESGX Mutual Fund Performance

HESGX performance across multiple time periods: 1-month -0.72%, YTD 8.61%, 1-year 8.77%, 3-year 18.57%, 5-year 8.27%.

HESGX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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