HGHCX Mutual Fund

NAV$26.91

Returns Overview

1 Month
-0.33%
3 Months
+11.80%
6 Months
+5.24%
YTD
+5.32%
1 Year
+34.10%
3 Years (annualized)
+8.48%
5 Years (annualized)
+5.81%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHCX 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)
+5.32%
Peer Avg (YTD)
+7.57%
vs Peers
-2.25%

HGHCX Mutual Fund Performance

HGHCX performance across multiple time periods: 1-month -0.33%, YTD 5.32%, 1-year 34.10%, 3-year 8.48%, 5-year 5.81%, 10-year 14.01%.

HGHCX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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