HFSGX Mutual Fund

NAV$13.37

Returns Overview

1 Month
-0.82%
3 Months
+2.22%
6 Months
+4.45%
YTD
+6.87%
1 Year
+18.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFSGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+5.87%
vs Peers
+1.01%

HFSGX Mutual Fund Performance

HFSGX performance across multiple time periods: 1-month -0.82%, YTD 6.87%, 1-year 18.12%.

HFSGX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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