HGHFX Mutual Fund

HGHFX Mutual Fund

NAV$46.62
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Returns Overview

1 Month
+7.75%
3 Months
+11.13%
6 Months
+5.58%
YTD
+5.24%
1 Year
+33.03%
3 Years (annualized)
+8.82%
5 Years (annualized)
+5.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHFX 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
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📉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)
+5.24%
Peer Avg (YTD)
+7.57%
vs Peers
-2.34%

HGHFX Mutual Fund Performance

HGHFX performance across multiple time periods: 1-month 7.75%, YTD 5.24%, 1-year 33.03%, 3-year 8.82%, 5-year 5.55%.

HGHFX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

HGHFX performance comparison shows side-by-side returns with another fund. HGHFX alternatives are available in the Mutual Fund Screener.