HRSMX Mutual Fund

NAV$111.64
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Returns Overview

1 Month
+1.11%
3 Months
+30.34%
6 Months
+37.35%
YTD
+33.72%
1 Year
+71.52%
3 Years (annualized)
+36.07%
5 Years (annualized)
+20.15%
10 Years (annualized)
+23.84%

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
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📉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

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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+33.72%
Peer Avg (YTD)
+18.52%
vs Peers
+15.20%

HRSMX Mutual Fund Performance

HRSMX performance across multiple time periods: 1-month 1.11%, YTD 33.72%, 1-year 71.52%, 3-year 36.07%, 5-year 20.15%, 10-year 23.84%.

HRSMX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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