HLRRX Mutual Fund

NAV$9.97

Returns Overview

1 Month
+0.50%
3 Months
+8.56%
6 Months
+14.67%
YTD
+14.04%
1 Year
+11.51%
3 Years (annualized)
+6.97%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLRRX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+14.04%
Peer Avg (YTD)
+11.24%
vs Peers
+2.80%

HLRRX Mutual Fund Performance

HLRRX performance across multiple time periods: 1-month 0.50%, YTD 14.04%, 1-year 11.51%, 3-year 6.97%, 5-year 6.86%, 10-year 9.08%.

HLRRX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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