HGOIX Mutual Fund

NAV$77.32

Returns Overview

1 Month
-2.55%
3 Months
+21.90%
6 Months
+9.57%
YTD
+9.70%
1 Year
+25.98%
3 Years (annualized)
+27.12%
5 Years (annualized)
+10.63%
10 Years (annualized)
+17.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+9.70%
Peer Avg (YTD)
+8.97%
vs Peers
+0.73%

HGOIX Mutual Fund Performance

HGOIX performance across multiple time periods: 1-month -2.55%, YTD 9.70%, 1-year 25.98%, 3-year 27.12%, 5-year 10.63%, 10-year 17.48%.

HGOIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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