HGORX Mutual Fund

NAV$66.63

Returns Overview

1 Month
-2.60%
3 Months
+21.73%
6 Months
+9.27%
YTD
+9.37%
1 Year
+26.24%
3 Years (annualized)
+26.70%
5 Years (annualized)
+14.31%
10 Years (annualized)
+24.89%

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
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)
+9.37%
Peer Avg (YTD)
+8.97%
vs Peers
+0.40%

HGORX Mutual Fund Performance

HGORX performance across multiple time periods: 1-month -2.60%, YTD 9.37%, 1-year 26.24%, 3-year 26.70%, 5-year 14.31%, 10-year 24.89%.

HGORX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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