HRIDX Mutual Fund

NAV$16.59

Returns Overview

1 Month
-0.88%
3 Months
+8.00%
6 Months
+9.12%
YTD
+7.78%
1 Year
+19.78%
3 Years (annualized)
+15.14%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.82%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World Ex. US Index
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+9.57%
vs Peers
-1.79%

HRIDX Mutual Fund Performance

HRIDX performance across multiple time periods: 1-month -0.88%, YTD 7.78%, 1-year 19.78%, 3-year 15.14%, 5-year 7.05%, 10-year 8.82%.

HRIDX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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