HGORX Mutual Fund

HGORX Mutual Fund

NAV$64.93
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Returns Overview

1 Month
-5.66%
3 Months
+0.59%
6 Months
+5.17%
YTD
+3.18%
1 Year
+8.35%
3 Years (annualized)
+19.83%
5 Years (annualized)
+6.97%
10 Years (annualized)
+14.87%

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
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)
+3.18%
Peer Avg (YTD)
+6.23%
vs Peers
-3.06%

HGORX Mutual Fund Performance

HGORX performance across multiple time periods: 1-month -5.66%, YTD 3.18%, 1-year 8.35%, 3-year 19.83%, 5-year 6.97%, 10-year 14.87%.

HGORX returns trail the peer average of 6.23% 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.