HGOTX Mutual Fund

HGOTX Mutual Fund

NAV$87.74
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Returns Overview

1 Month
+2.61%
3 Months
+1.10%
6 Months
+23.26%
YTD
+10.90%
1 Year
+11.19%
3 Years (annualized)
+23.13%
5 Years (annualized)
+8.15%
10 Years (annualized)
+16.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HGOTX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+8.68%
vs Peers
+2.22%

HGOTX Mutual Fund Performance

HGOTX performance across multiple time periods: 1-month 2.61%, YTD 10.90%, 1-year 11.19%, 3-year 23.13%, 5-year 8.15%, 10-year 16.08%.

HGOTX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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