HGHIX Mutual Fund

HGHIX Mutual Fund

NAV$45.62
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Returns Overview

1 Month
-2.71%
3 Months
+1.84%
6 Months
+13.14%
YTD
+7.10%
1 Year
+24.06%
3 Years (annualized)
+10.07%
5 Years (annualized)
+3.04%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHIX 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)
+7.10%
Peer Avg (YTD)
+8.76%
vs Peers
-1.66%

HGHIX Mutual Fund Performance

HGHIX performance across multiple time periods: 1-month -2.71%, YTD 7.10%, 1-year 24.06%, 3-year 10.07%, 5-year 3.04%, 10-year 9.44%.

HGHIX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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