HGOCX Mutual Fund

NAV$68.35
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Returns Overview

1 Month
-2.64%
3 Months
+21.61%
6 Months
+9.04%
YTD
+9.16%
1 Year
+25.64%
3 Years (annualized)
+26.12%
5 Years (annualized)
+18.92%
10 Years (annualized)
+24.08%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+8.97%
vs Peers
+0.19%

HGOCX Mutual Fund Performance

HGOCX performance across multiple time periods: 1-month -2.64%, YTD 9.16%, 1-year 25.64%, 3-year 26.12%, 5-year 18.92%, 10-year 24.08%.

HGOCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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