HRSIX Mutual Fund

NAV$112.63

Returns Overview

1 Month
+1.11%
3 Months
+30.37%
6 Months
+37.41%
YTD
+33.80%
1 Year
+71.69%
3 Years (annualized)
+36.17%
5 Years (annualized)
+20.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+33.80%
Peer Avg (YTD)
+18.52%
vs Peers
+15.27%

HRSIX Mutual Fund Performance

HRSIX performance across multiple time periods: 1-month 1.11%, YTD 33.80%, 1-year 71.69%, 3-year 36.17%, 5-year 20.24%.

HRSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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