HRAAX Mutual Fund

NAV$17.32

Returns Overview

1 Month
+0.12%
3 Months
+11.60%
6 Months
+9.37%
YTD
+8.73%
1 Year
+20.63%
3 Years (annualized)
+16.55%
5 Years (annualized)
+8.26%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRAAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+6.73%
vs Peers
+2.01%

HRAAX Mutual Fund Performance

HRAAX performance across multiple time periods: 1-month 0.12%, YTD 8.73%, 1-year 20.63%, 3-year 16.55%, 5-year 8.26%, 10-year 10.01%.

HRAAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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