HGOSX Mutual Fund

NAV$76.40

Returns Overview

1 Month
-2.57%
3 Months
+21.82%
6 Months
+9.42%
YTD
+9.54%
1 Year
+25.69%
3 Years (annualized)
+26.77%
5 Years (annualized)
+14.14%
10 Years (annualized)
+20.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+8.97%
vs Peers
+0.57%

HGOSX Mutual Fund Performance

HGOSX performance across multiple time periods: 1-month -2.57%, YTD 9.54%, 1-year 25.69%, 3-year 26.77%, 5-year 14.14%, 10-year 20.50%.

HGOSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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