HRSAX Mutual Fund

HRSAX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
+1.62%
3 Months
+1.79%
6 Months
+7.41%
YTD
+7.65%
1 Year
+9.12%
3 Years (annualized)
+5.23%
5 Years (annualized)
+4.56%
10 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+4.75%
vs Peers
+2.90%

HRSAX Mutual Fund Performance

HRSAX performance across multiple time periods: 1-month 1.62%, YTD 7.65%, 1-year 9.12%, 3-year 5.23%, 5-year 4.56%, 10-year 5.39%.

HRSAX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.29%, investors should weigh costs against performance when evaluating this mutual fund.

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