HGHSX Mutual Fund

NAV$41.94

Returns Overview

1 Month
+1.75%
3 Months
+0.25%
6 Months
+21.47%
YTD
+0.91%
1 Year
+13.62%
3 Years
+8.59%
5 Years
+5.43%
10 Years
+13.34%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HGHSX 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)
+0.91%
Peer Avg (YTD)
+1.55%
vs Peers
-0.63%

HGHSX Mutual Fund Performance

HGHSX performance across multiple time periods: 1-month 1.75%, YTD 0.91%, 1-year 13.62%, 3-year 8.59%, 5-year 5.43%, 10-year 13.34%.

HGHSX returns trail the peer average of 1.55% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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