HGHAX Mutual Fund

NAV$37.94

Returns Overview

1 Month
+1.76%
3 Months
+3.79%
6 Months
+25.77%
YTD
+0.92%
1 Year
+16.30%
3 Years
+9.81%
5 Years
+6.35%
10 Years
+12.06%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HGHAX 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)
+0.92%
Peer Avg (YTD)
+1.55%
vs Peers
-0.62%

HGHAX Mutual Fund Performance

HGHAX performance across multiple time periods: 1-month 1.76%, YTD 0.92%, 1-year 16.30%, 3-year 9.81%, 5-year 6.35%, 10-year 12.06%.

HGHAX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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