HGXAX Mutual Fund

NAV$19.16

Returns Overview

1 Month
-1.03%
3 Months
+8.19%
6 Months
+8.13%
YTD
+13.11%
1 Year
+15.31%
3 Years (annualized)
+13.28%
5 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+9.16%
vs Peers
+3.94%

HGXAX Mutual Fund Performance

HGXAX performance across multiple time periods: 1-month -1.03%, YTD 13.11%, 1-year 15.31%, 3-year 13.28%, 5-year 3.89%.

HGXAX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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