HGHCX Mutual Fund

HGHCX Mutual Fund

NAV$29.57
See how much of HGHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.33%
3 Months
+9.59%
6 Months
+19.97%
YTD
+14.05%
1 Year
+24.18%
3 Years (annualized)
+13.55%
5 Years (annualized)
+3.46%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+14.05%
Peer Avg (YTD)
+12.41%
vs Peers
+1.64%

HGHCX Mutual Fund Performance

HGHCX performance across multiple time periods: 1-month 7.33%, YTD 14.05%, 1-year 24.18%, 3-year 13.55%, 5-year 3.46%, 10-year 9.49%.

HGHCX returns outperform the peer average of 12.41% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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