HGHRX Mutual Fund

HGHRX Mutual Fund

NAV$41.82
See how much of HGHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.74%
3 Months
+1.69%
6 Months
+12.81%
YTD
+6.65%
1 Year
+23.34%
3 Years (annualized)
+9.41%
5 Years (annualized)
+2.42%
10 Years (annualized)
+8.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+6.65%
Peer Avg (YTD)
+8.76%
vs Peers
-2.11%

HGHRX Mutual Fund Performance

HGHRX performance across multiple time periods: 1-month -2.74%, YTD 6.65%, 1-year 23.34%, 3-year 9.41%, 5-year 2.42%, 10-year 8.78%.

HGHRX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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