HRAIX Mutual Fund

NAV$17.06

Returns Overview

1 Month
+0.18%
3 Months
+11.64%
6 Months
+9.45%
YTD
+8.88%
1 Year
+21.24%
3 Years (annualized)
+16.85%
5 Years (annualized)
+8.55%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRAIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+6.73%
vs Peers
+2.16%

HRAIX Mutual Fund Performance

HRAIX performance across multiple time periods: 1-month 0.18%, YTD 8.88%, 1-year 21.24%, 3-year 16.85%, 5-year 8.55%, 10-year 10.31%.

HRAIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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