HGXTX Mutual Fund

HGXTX Mutual Fund

NAV$18.84
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Returns Overview

1 Month
-1.71%
3 Months
-3.05%
6 Months
+4.54%
YTD
+10.29%
1 Year
+10.18%
3 Years (annualized)
+16.68%
5 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGXTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+8.78%
vs Peers
+1.51%

HGXTX Mutual Fund Performance

HGXTX performance across multiple time periods: 1-month -1.71%, YTD 10.29%, 1-year 10.18%, 3-year 16.68%, 5-year 2.67%.

HGXTX returns outperform the peer average of 8.78% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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