HLRZX Mutual Fund

HLRZX Mutual Fund

NAV$20.21
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Returns Overview

1 Month
+2.54%
3 Months
+3.94%
6 Months
+4.98%
YTD
+7.38%
1 Year
+7.18%
3 Years (annualized)
+5.59%
5 Years (annualized)
-0.10%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLRZX 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
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📉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 ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+15.31%
vs Peers
-7.94%

HLRZX Mutual Fund Performance

HLRZX performance across multiple time periods: 1-month 2.54%, YTD 7.38%, 1-year 7.18%, 3-year 5.59%, 5-year -0.10%, 10-year 6.13%.

HLRZX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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