HGHAX Mutual Fund

HGHAX Mutual Fund

NAV$41.29
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Returns Overview

1 Month
-2.73%
3 Months
+1.76%
6 Months
+13.00%
YTD
+6.91%
1 Year
+28.11%
3 Years (annualized)
+12.94%
5 Years (annualized)
+6.80%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHAX 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
S&P Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+8.76%
vs Peers
-1.86%

HGHAX Mutual Fund Performance

HGHAX performance across multiple time periods: 1-month -2.73%, YTD 6.91%, 1-year 28.11%, 3-year 12.94%, 5-year 6.80%, 10-year 15.54%.

HGHAX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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