HRACX Mutual Fund

HRACX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-1.76%
3 Months
-0.71%
6 Months
+10.62%
YTD
+7.57%
1 Year
+11.57%
3 Years (annualized)
+16.04%
5 Years (annualized)
+7.16%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRACX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+6.10%
vs Peers
+1.47%

HRACX Mutual Fund Performance

HRACX performance across multiple time periods: 1-month -1.76%, YTD 7.57%, 1-year 11.57%, 3-year 16.04%, 5-year 7.16%, 10-year 8.94%.

HRACX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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