HLPPX Mutual Fund

HLPPX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
+4.13%
3 Months
-2.23%
6 Months
-0.06%
YTD
+11.73%
1 Year
+9.90%
3 Years (annualized)
+8.94%
5 Years (annualized)
+0.44%
10 Years (annualized)
+3.98%

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)
+11.73%
Peer Avg (YTD)
+7.23%
vs Peers
+4.50%

HLPPX Mutual Fund Performance

HLPPX performance across multiple time periods: 1-month 4.13%, YTD 11.73%, 1-year 9.90%, 3-year 8.94%, 5-year 0.44%, 10-year 3.98%.

HLPPX returns outperform the peer average of 7.23% 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.