HRSTX Mutual Fund

NAV$16.88

Returns Overview

1 Month
-0.16%
3 Months
+6.36%
6 Months
+5.78%
YTD
+5.71%
1 Year
+7.46%
3 Years (annualized)
+5.22%
5 Years (annualized)
+3.76%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSTX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+3.47%
vs Peers
+2.24%

HRSTX Mutual Fund Performance

HRSTX performance across multiple time periods: 1-month -0.16%, YTD 5.71%, 1-year 7.46%, 3-year 5.22%, 5-year 3.76%, 10-year 5.09%.

HRSTX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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