HGHYX Mutual Fund

HGHYX Mutual Fund

NAV$51.91
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Returns Overview

1 Month
-2.70%
3 Months
+1.85%
6 Months
+13.14%
YTD
+7.10%
1 Year
+24.08%
3 Years (annualized)
+10.06%
5 Years (annualized)
+3.04%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGHYX 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%

HGHYX Mutual Fund Performance

HGHYX performance across multiple time periods: 1-month -2.70%, YTD 7.10%, 1-year 24.08%, 3-year 10.06%, 5-year 3.04%, 10-year 9.47%.

HGHYX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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