HRISX Mutual Fund

NAV$17.32

Returns Overview

1 Month
-8.29%
3 Months
+0.87%
6 Months
+2.77%
YTD
+0.43%
1 Year
+19.70%
3 Years (annualized)
+8.85%
5 Years (annualized)
+5.59%
10 Years (annualized)
+7.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRISX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+0.43%
Peer Avg (YTD)
-1.62%
vs Peers
+2.05%

HRISX Mutual Fund Performance

HRISX performance across multiple time periods: 1-month -8.29%, YTD 0.43%, 1-year 19.70%, 3-year 8.85%, 5-year 5.59%, 10-year 7.71%.

HRISX returns outperform the peer average of -1.62% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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