HBGHX Mutual Fund

NAV$14.91

Returns Overview

1 Month
+1.75%
3 Months
+0.26%
6 Months
+21.48%
YTD
+0.90%
1 Year
+19.13%
3 Years
+10.77%
5 Years
+4.68%
10 Years
+10.10%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HBGHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+1.55%
vs Peers
-0.65%

HBGHX Mutual Fund Performance

HBGHX performance across multiple time periods: 1-month 1.75%, YTD 0.90%, 1-year 19.13%, 3-year 10.77%, 5-year 4.68%, 10-year 10.10%.

HBGHX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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