HRERX Mutual Fund

HRERX Mutual Fund

NAV$14.88
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Returns Overview

1 Month
-23.71%
3 Months
-3.74%
6 Months
+15.16%
YTD
+27.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRERX 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)
+27.64%
Peer Avg (YTD)
+9.41%
vs Peers
+18.23%

HRERX Mutual Fund Performance

HRERX performance across multiple time periods: 1-month -23.71%, YTD 27.64%.

HRERX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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