HGHVX Mutual Fund

HGHVX Mutual Fund

NAV$53.18
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Returns Overview

1 Month
-0.41%
3 Months
+9.84%
6 Months
+5.62%
YTD
+4.78%
1 Year
+32.69%
3 Years (annualized)
+7.88%
5 Years (annualized)
+2.60%
10 Years (annualized)
+8.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHVX 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)
+4.78%
Peer Avg (YTD)
+6.74%
vs Peers
-1.96%

HGHVX Mutual Fund Performance

HGHVX performance across multiple time periods: 1-month -0.41%, YTD 4.78%, 1-year 32.69%, 3-year 7.88%, 5-year 2.60%, 10-year 8.46%.

HGHVX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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