HGHIX Mutual Fund

HGHIX Mutual Fund

NAV$50.33
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Returns Overview

1 Month
+7.39%
3 Months
+9.85%
6 Months
+20.61%
YTD
+15.02%
1 Year
+25.49%
3 Years (annualized)
+14.76%
5 Years (annualized)
+4.55%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
S&P Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
+15.02%
Peer Avg (YTD)
+12.44%
vs Peers
+2.58%

HGHIX Mutual Fund Performance

HGHIX performance across multiple time periods: 1-month 7.39%, YTD 15.02%, 1-year 25.49%, 3-year 14.76%, 5-year 4.55%, 10-year 10.64%.

HGHIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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