HGIRX Mutual Fund

NAV$60.97

Returns Overview

1 Month
-0.84%
3 Months
+12.15%
6 Months
+7.23%
YTD
+6.92%
1 Year
+16.64%
3 Years (annualized)
+17.24%
5 Years (annualized)
+10.02%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGIRX 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)
+6.92%
Peer Avg (YTD)
+9.51%
vs Peers
-2.58%

HGIRX Mutual Fund Performance

HGIRX performance across multiple time periods: 1-month -0.84%, YTD 6.92%, 1-year 16.64%, 3-year 17.24%, 5-year 10.02%, 10-year 13.22%.

HGIRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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