HRCVX Mutual Fund

HRCVX Mutual Fund

NAV$20.87
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Returns Overview

1 Month
+1.53%
3 Months
+3.26%
6 Months
+7.19%
YTD
+10.36%
1 Year
+17.57%
3 Years (annualized)
+14.27%
5 Years (annualized)
+9.28%
10 Years (annualized)
+10.87%

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)
+10.36%
Peer Avg (YTD)
+9.41%
vs Peers
+0.94%

HRCVX Mutual Fund Performance

HRCVX performance across multiple time periods: 1-month 1.53%, YTD 10.36%, 1-year 17.57%, 3-year 14.27%, 5-year 9.28%, 10-year 10.87%.

HRCVX returns outperform the peer average of 9.41% 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.