HRCVX Mutual Fund

NAV$21.54

Returns Overview

1 Month
+0.24%
3 Months
+7.69%
6 Months
+9.37%
YTD
+8.69%
1 Year
+17.67%
3 Years (annualized)
+10.29%
5 Years (annualized)
+7.15%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRCVX 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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.69%
Peer Avg (YTD)
+9.51%
vs Peers
-0.82%

HRCVX Mutual Fund Performance

HRCVX performance across multiple time periods: 1-month 0.24%, YTD 8.69%, 1-year 17.67%, 3-year 10.29%, 5-year 7.15%, 10-year 9.86%.

HRCVX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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