HRCAX Mutual Fund

HRCAX Mutual Fund

NAV$118.61
See how much of HRCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.37%
3 Months
+3.04%
6 Months
+6.58%
YTD
+4.48%
1 Year
+8.07%
3 Years (annualized)
+18.80%
5 Years (annualized)
+8.54%
10 Years (annualized)
+16.60%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+6.23%
vs Peers
-1.76%

HRCAX Mutual Fund Performance

HRCAX performance across multiple time periods: 1-month -0.37%, YTD 4.48%, 1-year 8.07%, 3-year 18.80%, 5-year 8.54%, 10-year 16.60%.

HRCAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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