HLRRX Mutual Fund

HLRRX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
-1.31%
3 Months
-0.42%
6 Months
+3.78%
YTD
+13.01%
1 Year
+11.05%
3 Years (annualized)
+5.59%
5 Years (annualized)
+0.96%
10 Years (annualized)
+3.95%

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)
+13.01%
Peer Avg (YTD)
+9.10%
vs Peers
+3.91%

HLRRX Mutual Fund Performance

HLRRX performance across multiple time periods: 1-month -1.31%, YTD 13.01%, 1-year 11.05%, 3-year 5.59%, 5-year 0.96%, 10-year 3.95%.

HLRRX returns outperform the peer average of 9.10% 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.