HRARX Mutual Fund

NAV$16.73

Returns Overview

1 Month
+0.12%
3 Months
+11.53%
6 Months
+9.15%
YTD
+8.57%
1 Year
+19.93%
3 Years (annualized)
+16.21%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.66%

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

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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)
+8.57%
Peer Avg (YTD)
+6.73%
vs Peers
+1.84%

HRARX Mutual Fund Performance

HRARX performance across multiple time periods: 1-month 0.12%, YTD 8.57%, 1-year 19.93%, 3-year 16.21%, 5-year 7.92%, 10-year 9.66%.

HRARX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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