HRAUX Mutual Fund

NAV$78.68

Returns Overview

1 Month
+4.18%
3 Months
+16.13%
6 Months
+11.33%
YTD
+10.14%
1 Year
+9.02%
3 Years (annualized)
+16.04%
5 Years (annualized)
+8.59%
10 Years (annualized)
+15.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRAUX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+10.14%
Peer Avg (YTD)
+10.82%
vs Peers
-0.68%

HRAUX Mutual Fund Performance

HRAUX performance across multiple time periods: 1-month 4.18%, YTD 10.14%, 1-year 9.02%, 3-year 16.04%, 5-year 8.59%, 10-year 15.27%.

HRAUX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

HRAUX performance comparison shows side-by-side returns with another fund. HRAUX alternatives are available in the Mutual Fund Screener.