HNRGX Mutual Fund

HNRGX Mutual Fund

NAV$38.87
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-5.16%
3 Months
-10.25%
6 Months
+17.14%
YTD
+14.74%
1 Year
+28.09%
3 Years (annualized)
+17.03%
5 Years (annualized)
+19.20%
10 Years (annualized)
+8.79%

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
PROUpgrade to run

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)
+14.74%
Peer Avg (YTD)
+14.02%
vs Peers
+0.72%

HNRGX Mutual Fund Performance

HNRGX performance across multiple time periods: 1-month -5.16%, YTD 14.74%, 1-year 28.09%, 3-year 17.03%, 5-year 19.20%, 10-year 8.79%.

HNRGX returns outperform the peer average of 14.02% 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.