HSRUX Mutual Fund

HSRUX Mutual Fund

NAV$29.13
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Returns Overview

1 Month
-4.54%
3 Months
-12.99%
6 Months
+11.42%
YTD
+8.71%
1 Year
+13.06%
3 Years (annualized)
+21.84%
5 Years (annualized)
+16.95%
10 Years (annualized)
+18.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HSRUX 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)
+8.71%
Peer Avg (YTD)
+10.34%
vs Peers
-1.63%

HSRUX Mutual Fund Performance

HSRUX performance across multiple time periods: 1-month -4.54%, YTD 8.71%, 1-year 13.06%, 3-year 21.84%, 5-year 16.95%, 10-year 18.01%.

HSRUX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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