HROAX Mutual Fund

NAV$12.09

Returns Overview

1 Month
-4.15%
3 Months
+1.14%
6 Months
-4.70%
YTD
-6.48%
1 Year
+0.18%
3 Years (annualized)
+12.35%
5 Years (annualized)
+4.73%
10 Years (annualized)
+9.37%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-6.48%
Peer Avg (YTD)
+3.47%
vs Peers
-9.95%

HROAX Mutual Fund Performance

HROAX performance across multiple time periods: 1-month -4.15%, YTD -6.48%, 1-year 0.18%, 3-year 12.35%, 5-year 4.73%, 10-year 9.37%.

HROAX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.50%, investors should weigh costs against performance when evaluating this mutual fund.

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