HRCCX Mutual Fund

NAV$35.05

Returns Overview

1 Month
-3.56%
3 Months
+15.71%
6 Months
+6.44%
YTD
+6.57%
1 Year
+21.53%
3 Years (annualized)
+28.59%
5 Years (annualized)
+24.92%
10 Years (annualized)
+24.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCCX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+8.97%
vs Peers
-2.40%

HRCCX Mutual Fund Performance

HRCCX performance across multiple time periods: 1-month -3.56%, YTD 6.57%, 1-year 21.53%, 3-year 28.59%, 5-year 24.92%, 10-year 24.36%.

HRCCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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