HRSIX Mutual Fund

HRSIX Mutual Fund

NAV$100.43
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Returns Overview

1 Month
-4.68%
3 Months
-16.68%
6 Months
+8.62%
YTD
+11.48%
1 Year
+20.50%
3 Years (annualized)
+29.36%
5 Years (annualized)
+12.45%
10 Years (annualized)
+18.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSIX 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)
+11.48%
Peer Avg (YTD)
+10.34%
vs Peers
+1.14%

HRSIX Mutual Fund Performance

HRSIX performance across multiple time periods: 1-month -4.68%, YTD 11.48%, 1-year 20.50%, 3-year 29.36%, 5-year 12.45%, 10-year 18.25%.

HRSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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