HROAX Mutual Fund

HROAX Mutual Fund

NAV$12.07
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Returns Overview

1 Month
+3.49%
3 Months
+0.91%
6 Months
+0.91%
YTD
+0.33%
1 Year
-3.67%
3 Years (annualized)
+10.99%
5 Years (annualized)
+4.98%
10 Years (annualized)
+5.84%

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
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📉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)
+0.33%
Peer Avg (YTD)
+4.75%
vs Peers
-4.42%

HROAX Mutual Fund Performance

HROAX performance across multiple time periods: 1-month 3.49%, YTD 0.33%, 1-year -3.67%, 3-year 10.99%, 5-year 4.98%, 10-year 5.84%.

HROAX returns trail the peer average of 4.75% 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.