HRSCX Mutual Fund

HRSCX Mutual Fund

NAV$22.90
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Returns Overview

1 Month
-4.57%
3 Months
-13.06%
6 Months
+11.23%
YTD
+8.42%
1 Year
+12.64%
3 Years (annualized)
+21.37%
5 Years (annualized)
+17.90%
10 Years (annualized)
+21.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSCX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.42%
Peer Avg (YTD)
+10.34%
vs Peers
-1.92%

HRSCX Mutual Fund Performance

HRSCX performance across multiple time periods: 1-month -4.57%, YTD 8.42%, 1-year 12.64%, 3-year 21.37%, 5-year 17.90%, 10-year 21.94%.

HRSCX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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