HRCVX Mutual Fund

HRCVX Mutual Fund

NAV$21.33
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Returns Overview

1 Month
-3.48%
3 Months
-1.35%
6 Months
+6.23%
YTD
+7.22%
1 Year
+7.63%
3 Years (annualized)
+15.69%
5 Years (annualized)
+9.01%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCVX 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)
+7.22%
Peer Avg (YTD)
+9.98%
vs Peers
-2.76%

HRCVX Mutual Fund Performance

HRCVX performance across multiple time periods: 1-month -3.48%, YTD 7.22%, 1-year 7.63%, 3-year 15.69%, 5-year 9.01%, 10-year 11.02%.

HRCVX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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