HGHTX Mutual Fund

NAV$51.53
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Returns Overview

1 Month
+7.73%
3 Months
+11.10%
6 Months
+5.52%
YTD
+5.17%
1 Year
+32.51%
3 Years (annualized)
+8.73%
5 Years (annualized)
+5.28%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHTX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+7.57%
vs Peers
-2.40%

HGHTX Mutual Fund Performance

HGHTX performance across multiple time periods: 1-month 7.73%, YTD 5.17%, 1-year 32.51%, 3-year 8.73%, 5-year 5.28%, 10-year 11.34%.

HGHTX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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