HGOAX Mutual Fund

HGOAX Mutual Fund

NAV$68.35
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Returns Overview

1 Month
-5.62%
3 Months
+0.69%
6 Months
+5.38%
YTD
+3.42%
1 Year
+8.77%
3 Years (annualized)
+20.28%
5 Years (annualized)
+7.36%
10 Years (annualized)
+15.28%

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)
+3.42%
Peer Avg (YTD)
+6.23%
vs Peers
-2.81%

HGOAX Mutual Fund Performance

HGOAX performance across multiple time periods: 1-month -5.62%, YTD 3.42%, 1-year 8.77%, 3-year 20.28%, 5-year 7.36%, 10-year 15.28%.

HGOAX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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