HGHIX Mutual Fund

HGHIX Mutual Fund

NAV$48.35
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Returns Overview

1 Month
-0.44%
3 Months
+9.79%
6 Months
+5.54%
YTD
+4.70%
1 Year
+32.52%
3 Years (annualized)
+8.74%
5 Years (annualized)
+2.49%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHIX 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)
+4.70%
Peer Avg (YTD)
+6.74%
vs Peers
-2.04%

HGHIX Mutual Fund Performance

HGHIX performance across multiple time periods: 1-month -0.44%, YTD 4.70%, 1-year 32.52%, 3-year 8.74%, 5-year 2.49%, 10-year 8.35%.

HGHIX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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