HRIIX Mutual Fund

NAV$20.00

Returns Overview

1 Month
-0.71%
3 Months
+28.69%
6 Months
+42.53%
YTD
+38.41%
1 Year
+80.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRIIX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+38.41%
Peer Avg (YTD)
+18.52%
vs Peers
+19.89%

HRIIX Mutual Fund Performance

HRIIX performance across multiple time periods: 1-month -0.71%, YTD 38.41%, 1-year 80.78%.

HRIIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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