HGOTX Mutual Fund

NAV$85.47

Returns Overview

1 Month
-2.55%
3 Months
+21.91%
6 Months
+9.58%
YTD
+9.69%
1 Year
+25.35%
3 Years (annualized)
+26.90%
5 Years (annualized)
+14.08%
10 Years (annualized)
+20.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+8.97%
vs Peers
+0.72%

HGOTX Mutual Fund Performance

HGOTX performance across multiple time periods: 1-month -2.55%, YTD 9.69%, 1-year 25.35%, 3-year 26.90%, 5-year 14.08%, 10-year 20.57%.

HGOTX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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