HRSRX Mutual Fund

HRSRX Mutual Fund

NAV$103.13
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Returns Overview

1 Month
-13.25%
3 Months
-4.59%
6 Months
+10.31%
YTD
+19.01%
1 Year
+43.30%
3 Years (annualized)
+26.35%
5 Years (annualized)
+13.02%
10 Years (annualized)
+17.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSRX 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)
+19.01%
Peer Avg (YTD)
+15.31%
vs Peers
+3.70%

HRSRX Mutual Fund Performance

HRSRX performance across multiple time periods: 1-month -13.25%, YTD 19.01%, 1-year 43.30%, 3-year 26.35%, 5-year 13.02%, 10-year 17.92%.

HRSRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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