HRAAX Mutual Fund

HRAAX Mutual Fund

NAV$16.81
See how much of HRAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.41%
3 Months
+3.25%
6 Months
+6.71%
YTD
+8.29%
1 Year
+17.73%
3 Years (annualized)
+14.95%
5 Years (annualized)
+7.78%
10 Years (annualized)
+9.48%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+6.57%
vs Peers
+1.71%

HRAAX Mutual Fund Performance

HRAAX performance across multiple time periods: 1-month -0.41%, YTD 8.29%, 1-year 17.73%, 3-year 14.95%, 5-year 7.78%, 10-year 9.48%.

HRAAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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