HRACX Mutual Fund

HRACX Mutual Fund

NAV$17.26
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Returns Overview

1 Month
+0.12%
3 Months
+11.41%
6 Months
+8.97%
YTD
+8.34%
1 Year
+18.71%
3 Years (annualized)
+15.65%
5 Years (annualized)
+7.40%
10 Years (annualized)
+9.15%

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)
+8.34%
Peer Avg (YTD)
+6.73%
vs Peers
+1.61%

HRACX Mutual Fund Performance

HRACX performance across multiple time periods: 1-month 0.12%, YTD 8.34%, 1-year 18.71%, 3-year 15.65%, 5-year 7.40%, 10-year 9.15%.

HRACX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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