HAORX Mutual Fund

HAORX Mutual Fund

NAV$20.01
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Returns Overview

1 Month
-0.10%
3 Months
+6.01%
6 Months
+8.24%
YTD
+15.53%
1 Year
+30.87%
3 Years (annualized)
+21.99%
5 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAORX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+15.53%
Peer Avg (YTD)
+9.42%
vs Peers
+6.11%

HAORX Mutual Fund Performance

HAORX performance across multiple time periods: 1-month -0.10%, YTD 15.53%, 1-year 30.87%, 3-year 21.99%, 5-year 11.37%.

HAORX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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