HBGHX Mutual Fund

NAV$15.45

Returns Overview

1 Month
+2.36%
3 Months
-3.24%
6 Months
-3.00%
YTD
-2.37%
1 Year
+28.68%
3 Years
+8.53%
5 Years
+3.09%
10 Years
+8.73%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HBGHX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P Composite 1500 Health Care(^SP1500-35:SP)
This Mutual Fund (YTD)
-2.37%
Peer Avg (YTD)
+1.69%
vs Peers
-4.06%

HBGHX Mutual Fund Performance

HBGHX performance across multiple time periods: 1-month 2.36%, YTD -2.37%, 1-year 28.68%, 3-year 8.53%, 5-year 3.09%, 10-year 8.73%.

HBGHX returns trail the peer average of 1.69% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

HBGHX performance comparison shows side-by-side returns with another fund. HBGHX alternatives are available in the Mutual Fund Screener.