HGOAX Mutual Fund

HGOAX Mutual Fund

NAV$70.01
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Returns Overview

1 Month
-2.58%
3 Months
+21.85%
6 Months
+9.46%
YTD
+9.59%
1 Year
+26.51%
3 Years (annualized)
+27.09%
5 Years (annualized)
+14.65%
10 Years (annualized)
+20.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOAX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+8.97%
vs Peers
+0.62%

HGOAX Mutual Fund Performance

HGOAX performance across multiple time periods: 1-month -2.58%, YTD 9.59%, 1-year 26.51%, 3-year 27.09%, 5-year 14.65%, 10-year 20.89%.

HGOAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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