HRCAX Mutual Fund

HRCAX Mutual Fund

NAV$120.37
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Returns Overview

1 Month
-4.24%
3 Months
+17.58%
6 Months
+4.65%
YTD
+4.87%
1 Year
+10.75%
3 Years (annualized)
+24.11%
5 Years (annualized)
+14.86%
10 Years (annualized)
+25.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.87%
Peer Avg (YTD)
+8.97%
vs Peers
-4.10%

HRCAX Mutual Fund Performance

HRCAX performance across multiple time periods: 1-month -4.24%, YTD 4.87%, 1-year 10.75%, 3-year 24.11%, 5-year 14.86%, 10-year 25.01%.

HRCAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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