HAORX Mutual Fund

HAORX Mutual Fund

NAV$19.53
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Returns Overview

1 Month
-1.90%
3 Months
+0.15%
6 Months
+13.54%
YTD
+14.14%
1 Year
+22.66%
3 Years (annualized)
+24.41%
5 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HAORX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.14%
Peer Avg (YTD)
+9.29%
vs Peers
+4.84%

HAORX Mutual Fund Performance

HAORX performance across multiple time periods: 1-month -1.90%, YTD 14.14%, 1-year 22.66%, 3-year 24.41%, 5-year 11.51%.

HAORX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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