HGOYX Mutual Fund

HGOYX Mutual Fund

NAV$89.75
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Returns Overview

1 Month
-2.55%
3 Months
+21.91%
6 Months
+9.58%
YTD
+9.69%
1 Year
+25.22%
3 Years (annualized)
+26.88%
5 Years (annualized)
+10.51%
10 Years (annualized)
+17.45%

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)
+9.69%
Peer Avg (YTD)
+8.97%
vs Peers
+0.72%

HGOYX Mutual Fund Performance

HGOYX performance across multiple time periods: 1-month -2.55%, YTD 9.69%, 1-year 25.22%, 3-year 26.88%, 5-year 10.51%, 10-year 17.45%.

HGOYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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