HRSTX Mutual Fund

HRSTX Mutual Fund

NAV$16.93
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Returns Overview

1 Month
+1.59%
3 Months
+1.81%
6 Months
+7.51%
YTD
+7.79%
1 Year
+9.39%
3 Years (annualized)
+5.47%
5 Years (annualized)
+4.03%
10 Years (annualized)
+4.97%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+4.75%
vs Peers
+3.05%

HRSTX Mutual Fund Performance

HRSTX performance across multiple time periods: 1-month 1.59%, YTD 7.79%, 1-year 9.39%, 3-year 5.47%, 5-year 4.03%, 10-year 4.97%.

HRSTX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.04%, investors should weigh costs against performance when evaluating this mutual fund.

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