HHHRX Mutual Fund

NAV$28.31

Returns Overview

1 Month
+0.40%
3 Months
+26.86%
6 Months
+31.58%
YTD
+28.10%
1 Year
+61.01%
3 Years (annualized)
+25.85%
5 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HHHRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+28.10%
Peer Avg (YTD)
+23.08%
vs Peers
+5.03%

HHHRX Mutual Fund Performance

HHHRX performance across multiple time periods: 1-month 0.40%, YTD 28.10%, 1-year 61.01%, 3-year 25.85%, 5-year 7.94%.

HHHRX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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