HGHCX Mutual Fund

HGHCX Mutual Fund

NAV$26.92
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Returns Overview

1 Month
-2.79%
3 Months
+1.57%
6 Months
+12.52%
YTD
+6.26%
1 Year
+22.74%
3 Years (annualized)
+8.90%
5 Years (annualized)
+1.97%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHCX 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)
+6.26%
Peer Avg (YTD)
+8.76%
vs Peers
-2.50%

HGHCX Mutual Fund Performance

HGHCX performance across multiple time periods: 1-month -2.79%, YTD 6.26%, 1-year 22.74%, 3-year 8.90%, 5-year 1.97%, 10-year 8.31%.

HGHCX returns trail the peer average of 8.76% YTD. With an expense ratio of 2.07%, investors should weigh costs against performance when evaluating this mutual fund.

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