HRSMX Mutual Fund

HRSMX Mutual Fund

NAV$106.78
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Returns Overview

1 Month
-13.23%
3 Months
-4.54%
6 Months
+10.44%
YTD
+19.18%
1 Year
+43.66%
3 Years (annualized)
+26.66%
5 Years (annualized)
+13.27%
10 Years (annualized)
+18.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSMX 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)
+19.18%
Peer Avg (YTD)
+15.31%
vs Peers
+3.87%

HRSMX Mutual Fund Performance

HRSMX performance across multiple time periods: 1-month -13.23%, YTD 19.18%, 1-year 43.66%, 3-year 26.66%, 5-year 13.27%, 10-year 18.16%.

HRSMX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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