HRSRX Mutual Fund

HRSRX Mutual Fund

NAV$108.41
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Returns Overview

1 Month
+1.09%
3 Months
+30.25%
6 Months
+37.19%
YTD
+33.57%
1 Year
+71.09%
3 Years (annualized)
+35.77%
5 Years (annualized)
+19.95%
10 Years (annualized)
+23.63%

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)
+33.57%
Peer Avg (YTD)
+18.52%
vs Peers
+15.05%

HRSRX Mutual Fund Performance

HRSRX performance across multiple time periods: 1-month 1.09%, YTD 33.57%, 1-year 71.09%, 3-year 35.77%, 5-year 19.95%, 10-year 23.63%.

HRSRX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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