HRCSX Mutual Fund

HRCSX Mutual Fund

NAV$15.05
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Returns Overview

1 Month
-2.90%
3 Months
+3.33%
6 Months
+6.48%
YTD
+1.51%
1 Year
+26.57%
3 Years (annualized)
+15.36%
5 Years (annualized)
+5.51%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+0.37%
vs Peers
+1.14%

HRCSX Mutual Fund Performance

HRCSX performance across multiple time periods: 1-month -2.90%, YTD 1.51%, 1-year 26.57%, 3-year 15.36%, 5-year 5.51%, 10-year 8.52%.

HRCSX returns outperform the peer average of 0.37% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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