HRSGX Mutual Fund

HRSGX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-7.09%
3 Months
+0.54%
6 Months
+3.49%
YTD
-1.06%
1 Year
+24.79%
3 Years (annualized)
+11.27%
5 Years (annualized)
+8.97%
10 Years (annualized)
+19.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSGX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
-0.18%
vs Peers
-0.87%

HRSGX Mutual Fund Performance

HRSGX performance across multiple time periods: 1-month -7.09%, YTD -1.06%, 1-year 24.79%, 3-year 11.27%, 5-year 8.97%, 10-year 19.44%.

HRSGX returns trail the peer average of -0.18% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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