HOORX Mutual Fund

NAV$33.45
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+5.15%
3 Months
+18.61%
6 Months
+19.69%
YTD
+19.09%
1 Year
+47.81%
3 Years (annualized)
+17.32%
5 Years (annualized)
+10.40%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.09%
Peer Avg (YTD)
+18.52%
vs Peers
+0.56%

HOORX Mutual Fund Performance

HOORX performance across multiple time periods: 1-month 5.15%, YTD 19.09%, 1-year 47.81%, 3-year 17.32%, 5-year 10.40%.

HOORX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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