HRARX Mutual Fund

HRARX Mutual Fund

NAV$16.41
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Returns Overview

1 Month
-1.69%
3 Months
-0.55%
6 Months
+10.91%
YTD
+7.97%
1 Year
+11.39%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.41%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRARX 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)
+7.97%
Peer Avg (YTD)
+6.10%
vs Peers
+1.87%

HRARX Mutual Fund Performance

HRARX performance across multiple time periods: 1-month -1.69%, YTD 7.97%, 1-year 11.39%, 3-year 16.10%, 5-year 7.41%, 10-year 9.31%.

HRARX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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