HBGHX Mutual Fund

HBGHX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
-0.37%
3 Months
+9.76%
6 Months
+5.57%
YTD
+4.69%
1 Year
+32.30%
3 Years (annualized)
+7.64%
5 Years (annualized)
+2.38%
10 Years (annualized)
+8.23%

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)
+4.69%
Peer Avg (YTD)
+6.74%
vs Peers
-2.06%

HBGHX Mutual Fund Performance

HBGHX performance across multiple time periods: 1-month -0.37%, YTD 4.69%, 1-year 32.30%, 3-year 7.64%, 5-year 2.38%, 10-year 8.23%.

HBGHX returns trail the peer average of 6.74% 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.