HGORX Mutual Fund

HGORX Mutual Fund

NAV$59.35
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Returns Overview

1 Month
-9.15%
3 Months
-2.78%
6 Months
-2.21%
YTD
+0.31%
1 Year
-3.21%
3 Years (annualized)
+23.51%
5 Years (annualized)
+6.12%
10 Years (annualized)
+14.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGORX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+0.31%
Peer Avg (YTD)
+5.14%
vs Peers
-4.83%

HGORX Mutual Fund Performance

HGORX performance across multiple time periods: 1-month -9.15%, YTD 0.31%, 1-year -3.21%, 3-year 23.51%, 5-year 6.12%, 10-year 14.85%.

HGORX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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