HRCIX Mutual Fund

HRCIX Mutual Fund

NAV$68.80
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Returns Overview

1 Month
-3.49%
3 Months
+15.98%
6 Months
+6.99%
YTD
+7.08%
1 Year
+22.75%
3 Years (annualized)
+20.88%
5 Years (annualized)
+12.55%
10 Years (annualized)
+16.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCIX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+8.97%
vs Peers
-1.89%

HRCIX Mutual Fund Performance

HRCIX performance across multiple time periods: 1-month -3.49%, YTD 7.08%, 1-year 22.75%, 3-year 20.88%, 5-year 12.55%, 10-year 16.54%.

HRCIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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