HGOCX Mutual Fund

HGOCX Mutual Fund

NAV$68.82
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Returns Overview

1 Month
+4.30%
3 Months
-4.22%
6 Months
+14.11%
YTD
+7.38%
1 Year
+11.81%
3 Years (annualized)
+21.88%
5 Years (annualized)
+7.06%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+8.51%
vs Peers
-1.13%

HGOCX Mutual Fund Performance

HGOCX performance across multiple time periods: 1-month 4.30%, YTD 7.38%, 1-year 11.81%, 3-year 21.88%, 5-year 7.06%, 10-year 14.92%.

HGOCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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