HRAFX Mutual Fund

HRAFX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
-1.64%
3 Months
-0.42%
6 Months
+11.22%
YTD
+8.55%
1 Year
+12.22%
3 Years (annualized)
+16.95%
5 Years (annualized)
+8.17%
10 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRAFX 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
PROUpgrade to run
🏦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)
+8.55%
Peer Avg (YTD)
+6.10%
vs Peers
+2.45%

HRAFX Mutual Fund Performance

HRAFX performance across multiple time periods: 1-month -1.64%, YTD 8.55%, 1-year 12.22%, 3-year 16.95%, 5-year 8.17%, 10-year 9.87%.

HRAFX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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