HGOVX Mutual Fund

HGOVX Mutual Fund

NAV$79.11
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Returns Overview

1 Month
-9.10%
3 Months
-2.62%
6 Months
-1.87%
YTD
+0.90%
1 Year
-2.53%
3 Years (annualized)
+24.38%
5 Years (annualized)
+6.86%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOVX 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)
+0.90%
Peer Avg (YTD)
+4.64%
vs Peers
-3.74%

HGOVX Mutual Fund Performance

HGOVX performance across multiple time periods: 1-month -9.10%, YTD 0.90%, 1-year -2.53%, 3-year 24.38%, 5-year 6.86%, 10-year 15.66%.

HGOVX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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