HRCUX Mutual Fund

NAV$75.00

Returns Overview

1 Month
+2.60%
3 Months
+4.75%
6 Months
+8.15%
YTD
+8.24%
1 Year
+22.87%
3 Years (annualized)
+25.53%
5 Years (annualized)
+15.25%
10 Years (annualized)
+17.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCUX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+8.97%
vs Peers
-0.73%

HRCUX Mutual Fund Performance

HRCUX performance across multiple time periods: 1-month 2.60%, YTD 8.24%, 1-year 22.87%, 3-year 25.53%, 5-year 15.25%, 10-year 17.98%.

HRCUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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