HGOVX Mutual Fund

NAV$90.34
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Returns Overview

1 Month
-2.55%
3 Months
+21.94%
6 Months
+9.63%
YTD
+9.76%
1 Year
+25.28%
3 Years (annualized)
+26.97%
5 Years (annualized)
+14.09%
10 Years (annualized)
+20.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOVX 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

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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)
+9.76%
Peer Avg (YTD)
+8.97%
vs Peers
+0.79%

HGOVX Mutual Fund Performance

HGOVX performance across multiple time periods: 1-month -2.55%, YTD 9.76%, 1-year 25.28%, 3-year 26.97%, 5-year 14.09%, 10-year 20.61%.

HGOVX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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