HRSFX Mutual Fund

HRSFX Mutual Fund

NAV$16.30
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Returns Overview

1 Month
-0.32%
3 Months
+1.43%
6 Months
+7.66%
YTD
+6.79%
1 Year
+7.54%
3 Years (annualized)
+4.10%
5 Years (annualized)
+2.71%
10 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSFX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+5.40%
vs Peers
+1.39%

HRSFX Mutual Fund Performance

HRSFX performance across multiple time periods: 1-month -0.32%, YTD 6.79%, 1-year 7.54%, 3-year 4.10%, 5-year 2.71%, 10-year 3.50%.

HRSFX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.04%, investors should weigh costs against performance when evaluating this mutual fund.

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