HNRGX Mutual Fund

HNRGX Mutual Fund

NAV$40.87
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Returns Overview

1 Month
+7.17%
3 Months
-4.57%
6 Months
+11.67%
YTD
+25.54%
1 Year
+36.64%
3 Years (annualized)
+15.93%
5 Years (annualized)
+23.28%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNRGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Energy Index(^SP500-10TR:SP)
This Mutual Fund (YTD)
+25.54%
Peer Avg (YTD)
+19.98%
vs Peers
+5.56%

HNRGX Mutual Fund Performance

HNRGX performance across multiple time periods: 1-month 7.17%, YTD 25.54%, 1-year 36.64%, 3-year 15.93%, 5-year 23.28%, 10-year 9.33%.

HNRGX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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