HRIOX Mutual Fund

HRIOX Mutual Fund

NAV$19.83
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Returns Overview

1 Month
-16.45%
3 Months
-10.77%
6 Months
+3.51%
YTD
+19.18%
1 Year
+48.43%
3 Years (annualized)
+28.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRIOX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+19.18%
Peer Avg (YTD)
+15.31%
vs Peers
+3.87%

HRIOX Mutual Fund Performance

HRIOX performance across multiple time periods: 1-month -16.45%, YTD 19.18%, 1-year 48.43%, 3-year 28.42%.

HRIOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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