HRATX Mutual Fund

HRATX Mutual Fund

NAV$17.07
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Returns Overview

1 Month
-1.69%
3 Months
-0.47%
6 Months
+11.18%
YTD
+8.47%
1 Year
+12.07%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.07%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRATX 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)
+8.47%
Peer Avg (YTD)
+6.10%
vs Peers
+2.37%

HRATX Mutual Fund Performance

HRATX performance across multiple time periods: 1-month -1.69%, YTD 8.47%, 1-year 12.07%, 3-year 16.84%, 5-year 8.07%, 10-year 9.98%.

HRATX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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