HROAX Mutual Fund

HROAX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
+1.73%
3 Months
-0.93%
6 Months
-5.62%
YTD
-3.05%
1 Year
-2.71%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.09%
10 Years (annualized)
+5.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HROAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-3.05%
Peer Avg (YTD)
+2.39%
vs Peers
-5.44%

HROAX Mutual Fund Performance

HROAX performance across multiple time periods: 1-month 1.73%, YTD -3.05%, 1-year -2.71%, 3-year 7.80%, 5-year 3.09%, 10-year 5.22%.

HROAX returns trail the peer average of 2.39% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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