HBGHX Mutual Fund

HBGHX Mutual Fund

NAV$15.58
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Returns Overview

1 Month
+5.08%
3 Months
+12.68%
6 Months
+9.03%
YTD
+10.01%
1 Year
+32.45%
3 Years (annualized)
+12.07%
5 Years (annualized)
+4.06%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HBGHX 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 Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
+10.01%
Peer Avg (YTD)
+9.65%
vs Peers
+0.36%

HBGHX Mutual Fund Performance

HBGHX performance across multiple time periods: 1-month 5.08%, YTD 10.01%, 1-year 32.45%, 3-year 12.07%, 5-year 4.06%, 10-year 9.91%.

HBGHX returns outperform the peer average of 9.65% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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