HGHIX Mutual Fund

NAV$41.10

Returns Overview

1 Month
+1.76%
3 Months
+3.54%
6 Months
+25.53%
YTD
+0.95%
1 Year
+16.25%
3 Years
+9.90%
5 Years
+6.36%
10 Years
+14.09%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HGHIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+0.95%
Peer Avg (YTD)
+1.55%
vs Peers
-0.59%

HGHIX Mutual Fund Performance

HGHIX performance across multiple time periods: 1-month 1.76%, YTD 0.95%, 1-year 16.25%, 3-year 9.90%, 5-year 6.36%, 10-year 14.09%.

HGHIX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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