HRITX Mutual Fund

HRITX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
-13.22%
3 Months
-10.34%
6 Months
-19.92%
YTD
+3.85%
1 Year
+4.18%
3 Years (annualized)
+30.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRITX 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
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📉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)
+3.85%
Peer Avg (YTD)
+12.21%
vs Peers
-8.36%

HRITX Mutual Fund Performance

HRITX performance across multiple time periods: 1-month -13.22%, YTD 3.85%, 1-year 4.18%, 3-year 30.14%.

HRITX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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