HGOSX Mutual Fund

HGOSX Mutual Fund

NAV$76.50
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Returns Overview

1 Month
-5.63%
3 Months
+0.68%
6 Months
+5.34%
YTD
+3.38%
1 Year
+8.71%
3 Years (annualized)
+20.20%
5 Years (annualized)
+7.30%
10 Years (annualized)
+15.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOSX 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)
+3.38%
Peer Avg (YTD)
+6.23%
vs Peers
-2.86%

HGOSX Mutual Fund Performance

HGOSX performance across multiple time periods: 1-month -5.63%, YTD 3.38%, 1-year 8.71%, 3-year 20.20%, 5-year 7.30%, 10-year 15.22%.

HGOSX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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