HLRRX Mutual Fund

HLRRX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.41%
3 Months
+2.22%
6 Months
+11.21%
YTD
+14.51%
1 Year
+13.43%
3 Years (annualized)
+5.99%
5 Years (annualized)
+1.71%
10 Years (annualized)
+4.21%

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
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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)
+14.51%
Peer Avg (YTD)
+12.53%
vs Peers
+1.98%

HLRRX Mutual Fund Performance

HLRRX performance across multiple time periods: 1-month 0.41%, YTD 14.51%, 1-year 13.43%, 3-year 5.99%, 5-year 1.71%, 10-year 4.21%.

HLRRX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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