HGOYX Mutual Fund

HGOYX Mutual Fund

NAV$76.89
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Returns Overview

1 Month
-9.11%
3 Months
-2.64%
6 Months
-1.91%
YTD
+0.80%
1 Year
-2.62%
3 Years (annualized)
+24.28%
5 Years (annualized)
+6.77%
10 Years (annualized)
+15.59%

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)
+0.80%
Peer Avg (YTD)
+5.23%
vs Peers
-4.43%

HGOYX Mutual Fund Performance

HGOYX performance across multiple time periods: 1-month -9.11%, YTD 0.80%, 1-year -2.62%, 3-year 24.28%, 5-year 6.77%, 10-year 15.59%.

HGOYX returns trail the peer average of 5.23% 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.