HRACX Mutual Fund

HRACX Mutual Fund

NAV$17.07
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Returns Overview

1 Month
-0.53%
3 Months
+3.07%
6 Months
+6.26%
YTD
+7.76%
1 Year
+17.48%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.90%
10 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRACX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+6.57%
vs Peers
+1.19%

HRACX Mutual Fund Performance

HRACX performance across multiple time periods: 1-month -0.53%, YTD 7.76%, 1-year 17.48%, 3-year 13.99%, 5-year 6.90%, 10-year 8.61%.

HRACX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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