HREIX Mutual Fund

HREIX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
+8.21%
3 Months
+52.99%
6 Months
+71.77%
YTD
+67.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HREIX 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
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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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+67.03%
Peer Avg (YTD)
+9.51%
vs Peers
+57.53%

HREIX Mutual Fund Performance

HREIX performance across multiple time periods: 1-month 8.21%, YTD 67.03%.

HREIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

HREIX performance comparison shows side-by-side returns with another fund. HREIX alternatives are available in the Mutual Fund Screener.