HGORX Mutual Fund

HGORX Mutual Fund

NAV$70.04
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Returns Overview

1 Month
+4.34%
3 Months
-4.12%
6 Months
+14.35%
YTD
+7.66%
1 Year
+12.29%
3 Years (annualized)
+22.41%
5 Years (annualized)
+7.51%
10 Years (annualized)
+15.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGORX 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)
+7.66%
Peer Avg (YTD)
+8.51%
vs Peers
-0.85%

HGORX Mutual Fund Performance

HGORX performance across multiple time periods: 1-month 4.34%, YTD 7.66%, 1-year 12.29%, 3-year 22.41%, 5-year 7.51%, 10-year 15.39%.

HGORX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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