HRSMX Mutual Fund

HRSMX Mutual Fund

NAV$99.52
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Returns Overview

1 Month
-4.69%
3 Months
-16.70%
6 Months
+8.57%
YTD
+11.39%
1 Year
+20.38%
3 Years (annualized)
+29.23%
5 Years (annualized)
+12.35%
10 Years (annualized)
+17.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRSMX 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)
+11.39%
Peer Avg (YTD)
+10.34%
vs Peers
+1.04%

HRSMX Mutual Fund Performance

HRSMX performance across multiple time periods: 1-month -4.69%, YTD 11.39%, 1-year 20.38%, 3-year 29.23%, 5-year 12.35%, 10-year 17.83%.

HRSMX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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