HGHAX Mutual Fund

HGHAX Mutual Fund

NAV$43.93
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Returns Overview

1 Month
-0.46%
3 Months
+9.73%
6 Months
+5.44%
YTD
+4.57%
1 Year
+32.19%
3 Years (annualized)
+7.49%
5 Years (annualized)
+2.23%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHAX 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)
+4.57%
Peer Avg (YTD)
+6.74%
vs Peers
-2.17%

HGHAX Mutual Fund Performance

HGHAX performance across multiple time periods: 1-month -0.46%, YTD 4.57%, 1-year 32.19%, 3-year 7.49%, 5-year 2.23%, 10-year 8.06%.

HGHAX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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