HGHRX Mutual Fund

HGHRX Mutual Fund

NAV$43.47
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Returns Overview

1 Month
-0.48%
3 Months
+9.61%
6 Months
+5.25%
YTD
+4.38%
1 Year
+31.75%
3 Years (annualized)
+7.12%
5 Years (annualized)
+1.88%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHRX 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)
+4.38%
Peer Avg (YTD)
+6.74%
vs Peers
-2.37%

HGHRX Mutual Fund Performance

HGHRX performance across multiple time periods: 1-month -0.48%, YTD 4.38%, 1-year 31.75%, 3-year 7.12%, 5-year 1.88%, 10-year 7.70%.

HGHRX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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