HRARX Mutual Fund

HRARX Mutual Fund

NAV$16.35
See how much of HRARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.66%
3 Months
+1.29%
6 Months
+6.92%
YTD
+9.83%
1 Year
+16.03%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRARX 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)
+9.83%
Peer Avg (YTD)
+7.17%
vs Peers
+2.65%

HRARX Mutual Fund Performance

HRARX performance across multiple time periods: 1-month 1.66%, YTD 9.83%, 1-year 16.03%, 3-year 16.10%, 5-year 7.41%, 10-year 9.31%.

HRARX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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