HLPPX Mutual Fund

HLPPX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+0.38%
3 Months
+2.21%
6 Months
+11.07%
YTD
+14.27%
1 Year
+13.19%
3 Years (annualized)
+5.68%
5 Years (annualized)
+1.43%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLPPX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+14.27%
Peer Avg (YTD)
+12.53%
vs Peers
+1.74%

HLPPX Mutual Fund Performance

HLPPX performance across multiple time periods: 1-month 0.38%, YTD 14.27%, 1-year 13.19%, 3-year 5.68%, 5-year 1.43%, 10-year 3.94%.

HLPPX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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