HOORX Mutual Fund

HOORX Mutual Fund

NAV$32.19
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Returns Overview

1 Month
-3.15%
3 Months
-3.56%
6 Months
+14.39%
YTD
+14.85%
1 Year
+20.70%
3 Years (annualized)
+12.82%
5 Years (annualized)
+5.58%
10 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HOORX 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 Index(^RUT)
This Mutual Fund (YTD)
+14.85%
Peer Avg (YTD)
+10.34%
vs Peers
+4.51%

HOORX Mutual Fund Performance

HOORX performance across multiple time periods: 1-month -3.15%, YTD 14.85%, 1-year 20.70%, 3-year 12.82%, 5-year 5.58%, 10-year 8.81%.

HOORX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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