HGOYX Mutual Fund

HGOYX Mutual Fund

NAV$88.20
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Returns Overview

1 Month
-5.61%
3 Months
+0.75%
6 Months
+5.48%
YTD
+3.54%
1 Year
+9.04%
3 Years (annualized)
+20.59%
5 Years (annualized)
+7.63%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOYX 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
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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)
+3.54%
Peer Avg (YTD)
+6.23%
vs Peers
-2.69%

HGOYX Mutual Fund Performance

HGOYX performance across multiple time periods: 1-month -5.61%, YTD 3.54%, 1-year 9.04%, 3-year 20.59%, 5-year 7.63%, 10-year 15.61%.

HGOYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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