HGOAX Mutual Fund

HGOAX Mutual Fund

NAV$61.08
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Returns Overview

1 Month
-9.13%
3 Months
-2.70%
6 Months
-2.02%
YTD
+0.63%
1 Year
-2.85%
3 Years (annualized)
+23.97%
5 Years (annualized)
+6.50%
10 Years (annualized)
+15.27%

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)
+0.63%
Peer Avg (YTD)
+5.23%
vs Peers
-4.60%

HGOAX Mutual Fund Performance

HGOAX performance across multiple time periods: 1-month -9.13%, YTD 0.63%, 1-year -2.85%, 3-year 23.97%, 5-year 6.50%, 10-year 15.27%.

HGOAX returns trail the peer average of 5.23% 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.