HRSRX Mutual Fund

HRSRX Mutual Fund

NAV$92.10
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Returns Overview

1 Month
-6.25%
3 Months
-10.04%
6 Months
-14.17%
YTD
+4.24%
1 Year
+6.84%
3 Years (annualized)
+31.96%
5 Years (annualized)
+13.12%
10 Years (annualized)
+19.65%

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)
+4.24%
Peer Avg (YTD)
+12.21%
vs Peers
-7.97%

HRSRX Mutual Fund Performance

HRSRX performance across multiple time periods: 1-month -6.25%, YTD 4.24%, 1-year 6.84%, 3-year 31.96%, 5-year 13.12%, 10-year 19.65%.

HRSRX returns trail the peer average of 12.21% 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.