HRCPX Mutual Fund

HRCPX Mutual Fund

NAV$69.65
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Returns Overview

1 Month
-3.51%
3 Months
+15.90%
6 Months
+6.83%
YTD
+6.93%
1 Year
+22.43%
3 Years (annualized)
+29.55%
5 Years (annualized)
+22.62%
10 Years (annualized)
+22.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCPX 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)
+6.93%
Peer Avg (YTD)
+8.97%
vs Peers
-2.04%

HRCPX Mutual Fund Performance

HRCPX performance across multiple time periods: 1-month -3.51%, YTD 6.93%, 1-year 22.43%, 3-year 29.55%, 5-year 22.62%, 10-year 22.20%.

HRCPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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