HRERX Mutual Fund

NAV$14.52

Returns Overview

1 Month
+8.13%
3 Months
+53.11%
6 Months
+71.89%
YTD
+67.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+67.31%
Peer Avg (YTD)
+9.51%
vs Peers
+57.80%

HRERX Mutual Fund Performance

HRERX performance across multiple time periods: 1-month 8.13%, YTD 67.31%.

HRERX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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