HRATX Mutual Fund

HRATX Mutual Fund

NAV$17.24
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Returns Overview

1 Month
-0.47%
3 Months
+3.30%
6 Months
+6.83%
YTD
+8.47%
1 Year
+17.98%
3 Years (annualized)
+15.67%
5 Years (annualized)
+8.30%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRATX 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)
+8.47%
Peer Avg (YTD)
+6.57%
vs Peers
+1.90%

HRATX Mutual Fund Performance

HRATX performance across multiple time periods: 1-month -0.47%, YTD 8.47%, 1-year 17.98%, 3-year 15.67%, 5-year 8.30%, 10-year 9.90%.

HRATX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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