HOORX Mutual Fund

HOORX Mutual Fund

NAV$32.74
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Returns Overview

1 Month
-2.25%
3 Months
+5.10%
6 Months
+11.21%
YTD
+16.41%
1 Year
+27.96%
3 Years (annualized)
+11.07%
5 Years (annualized)
+5.51%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOORX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.41%
Peer Avg (YTD)
+15.31%
vs Peers
+1.10%

HOORX Mutual Fund Performance

HOORX performance across multiple time periods: 1-month -2.25%, YTD 16.41%, 1-year 27.96%, 3-year 11.07%, 5-year 5.51%, 10-year 8.81%.

HOORX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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