| HGIYX | |
|---|---|
| Total return | +286.07% |
| Annualised (CAGR) | +14.47% |
| Volatility (annualised) | +14.56% |
| Sharpe (rf = 0) | 0.99 |
| Deepest drawdown | -33.47% |
| Drawdown peak → trough | 2020-02-14 → 2020-03-23 |
| Dividend yield (12m distributions) | 10.56% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +286.07% in total (+14.47% a year), with a deepest drawdown of -33.47% from 2020-02-14 to 2020-03-23. Its worst calendar year was 2022 (-18.70%), its best 2019 (+36.19%).
| Year | HGIYX |
|---|---|
| 2026 | +10.47% |
| 2025 | +14.64% |
| 2024 | +24.99% |
| 2023 | +21.44% |
| 2022 | -18.70% |
| 2021 | +24.51% |
| 2020 | +18.42% |
| 2019 | +36.19% |
| 2018 | -1.58% |
| 2017 | +22.08% |
| 2016 | +2.39% |
+286.07% in total, which works out to +14.47% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -18.70% (net of fees, dividends reinvested). Its best year was 2019 (+36.19%).
-33.47%, from a peak on 2020-02-14 to a trough on 2020-03-23. From that trough it took 154 days (about 5.1 months) to climb back to the earlier peak.
Over the last 12 months it distributed 10.56% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say HGIYX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -33.47% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.