HRNIX Mutual Fund

NAV$21.67

Returns Overview

1 Month
+0.56%
3 Months
+28.85%
6 Months
+31.59%
YTD
+28.14%
1 Year
+70.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRNIX 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

This Mutual Fund (YTD)
+28.14%
Peer Avg (YTD)
+10.82%
vs Peers
+17.33%

HRNIX Mutual Fund Performance

HRNIX performance across multiple time periods: 1-month 0.56%, YTD 28.14%, 1-year 70.05%.

HRNIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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