HGOSX Mutual Fund

HGOSX Mutual Fund

NAV$78.00
See how much of HGOSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.35%
3 Months
-4.05%
6 Months
+14.51%
YTD
+7.88%
1 Year
+12.63%
3 Years (annualized)
+22.77%
5 Years (annualized)
+7.84%
10 Years (annualized)
+15.74%

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
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+8.51%
vs Peers
-0.63%

HGOSX Mutual Fund Performance

HGOSX performance across multiple time periods: 1-month 4.35%, YTD 7.88%, 1-year 12.63%, 3-year 22.77%, 5-year 7.84%, 10-year 15.74%.

HGOSX returns trail the peer average of 8.51% 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.