HIGUX Mutual Fund

HIGUX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
+5.17%
3 Months
+2.32%
6 Months
+5.71%
YTD
+13.06%
1 Year
+14.09%
3 Years (annualized)
+19.61%
5 Years (annualized)
+9.11%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIGUX 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 Index(SPX)
This Mutual Fund (YTD)
+13.06%
Peer Avg (YTD)
+17.72%
vs Peers
-4.65%

HIGUX Mutual Fund Performance

HIGUX performance across multiple time periods: 1-month 5.17%, YTD 13.06%, 1-year 14.09%, 3-year 19.61%, 5-year 9.11%, 10-year 11.85%.

HIGUX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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