HGOTX Mutual Fund

HGOTX Mutual Fund

NAV$76.25
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Returns Overview

1 Month
-9.11%
3 Months
-2.65%
6 Months
-1.92%
YTD
+0.80%
1 Year
-2.64%
3 Years (annualized)
+24.25%
5 Years (annualized)
+6.75%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOTX 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)
+0.80%
Peer Avg (YTD)
+5.14%
vs Peers
-4.34%

HGOTX Mutual Fund Performance

HGOTX performance across multiple time periods: 1-month -9.11%, YTD 0.80%, 1-year -2.64%, 3-year 24.25%, 5-year 6.75%, 10-year 15.54%.

HGOTX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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