HNRIX Mutual Fund

HNRIX Mutual Fund

NAV$41.20
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Returns Overview

1 Month
-7.20%
3 Months
+6.64%
6 Months
-4.22%
YTD
+22.54%
1 Year
+30.37%
3 Years (annualized)
+18.75%
5 Years (annualized)
+25.90%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNRIX 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)
+22.54%
Peer Avg (YTD)
+19.29%
vs Peers
+3.25%

HNRIX Mutual Fund Performance

HNRIX performance across multiple time periods: 1-month -7.20%, YTD 22.54%, 1-year 30.37%, 3-year 18.75%, 5-year 25.90%, 10-year 9.91%.

HNRIX returns outperform the peer average of 19.29% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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