HRASX Mutual Fund

NAV$17.22

Returns Overview

1 Month
+0.12%
3 Months
+11.60%
6 Months
+9.29%
YTD
+8.72%
1 Year
+20.52%
3 Years (annualized)
+16.50%
5 Years (annualized)
+8.22%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRASX 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)
+8.72%
Peer Avg (YTD)
+6.73%
vs Peers
+2.00%

HRASX Mutual Fund Performance

HRASX performance across multiple time periods: 1-month 0.12%, YTD 8.72%, 1-year 20.52%, 3-year 16.50%, 5-year 8.22%, 10-year 9.97%.

HRASX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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