HRCAX Mutual Fund

HRCAX Mutual Fund

NAV$123.81
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Returns Overview

1 Month
+3.50%
3 Months
-1.26%
6 Months
+14.53%
YTD
+8.13%
1 Year
+12.12%
3 Years (annualized)
+20.57%
5 Years (annualized)
+8.53%
10 Years (annualized)
+17.05%

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)
+8.13%
Peer Avg (YTD)
+8.51%
vs Peers
-0.38%

HRCAX Mutual Fund Performance

HRCAX performance across multiple time periods: 1-month 3.50%, YTD 8.13%, 1-year 12.12%, 3-year 20.57%, 5-year 8.53%, 10-year 17.05%.

HRCAX returns trail the peer average of 8.51% 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.