HRSIX Mutual Fund

HRSIX Mutual Fund

NAV$110.50
See how much of HRSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-13.22%
3 Months
-4.51%
6 Months
+10.50%
YTD
+19.24%
1 Year
+43.80%
3 Years (annualized)
+26.77%
5 Years (annualized)
+13.37%
10 Years (annualized)
+18.25%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.24%
Peer Avg (YTD)
+15.31%
vs Peers
+3.93%

HRSIX Mutual Fund Performance

HRSIX performance across multiple time periods: 1-month -13.22%, YTD 19.24%, 1-year 43.80%, 3-year 26.77%, 5-year 13.37%, 10-year 18.25%.

HRSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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