HGOIX Mutual Fund

HGOIX Mutual Fund

NAV$76.49
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Returns Overview

1 Month
-5.60%
3 Months
+0.75%
6 Months
+5.49%
YTD
+3.55%
1 Year
+9.02%
3 Years (annualized)
+20.56%
5 Years (annualized)
+7.62%
10 Years (annualized)
+16.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOIX 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)
+3.55%
Peer Avg (YTD)
+6.23%
vs Peers
-2.68%

HGOIX Mutual Fund Performance

HGOIX performance across multiple time periods: 1-month -5.60%, YTD 3.55%, 1-year 9.02%, 3-year 20.56%, 5-year 7.62%, 10-year 16.20%.

HGOIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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