HRIDX Mutual Fund

HRIDX Mutual Fund

NAV$16.71
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Returns Overview

1 Month
+2.79%
3 Months
+4.64%
6 Months
+5.60%
YTD
+12.16%
1 Year
+24.17%
3 Years (annualized)
+14.97%
5 Years (annualized)
+7.86%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRIDX 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 All Country World Ex. US Index
This Mutual Fund (YTD)
+12.16%
Peer Avg (YTD)
+8.62%
vs Peers
+3.54%

HRIDX Mutual Fund Performance

HRIDX performance across multiple time periods: 1-month 2.79%, YTD 12.16%, 1-year 24.17%, 3-year 14.97%, 5-year 7.86%, 10-year 8.60%.

HRIDX returns outperform the peer average of 8.62% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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