HRARX Mutual Fund

HRARX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
-0.49%
3 Months
+3.11%
6 Months
+6.48%
YTD
+8.03%
1 Year
+17.24%
3 Years (annualized)
+15.02%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.25%

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
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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)
+8.03%
Peer Avg (YTD)
+6.57%
vs Peers
+1.46%

HRARX Mutual Fund Performance

HRARX performance across multiple time periods: 1-month -0.49%, YTD 8.03%, 1-year 17.24%, 3-year 15.02%, 5-year 7.68%, 10-year 9.25%.

HRARX returns outperform the peer average of 6.57% 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.