HNRIX Mutual Fund

HNRIX Mutual Fund

NAV$39.79
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Returns Overview

1 Month
+7.19%
3 Months
-4.49%
6 Months
+11.84%
YTD
+25.74%
1 Year
+37.03%
3 Years (annualized)
+16.29%
5 Years (annualized)
+23.67%
10 Years (annualized)
+9.65%

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)
+25.74%
Peer Avg (YTD)
+19.98%
vs Peers
+5.76%

HNRIX Mutual Fund Performance

HNRIX performance across multiple time periods: 1-month 7.19%, YTD 25.74%, 1-year 37.03%, 3-year 16.29%, 5-year 23.67%, 10-year 9.65%.

HNRIX returns outperform the peer average of 19.98% 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.