HRITX Mutual Fund

HRITX Mutual Fund

NAV$20.43
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Returns Overview

1 Month
-16.40%
3 Months
-10.69%
6 Months
+3.61%
YTD
+19.32%
1 Year
+48.63%
3 Years (annualized)
+28.54%

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)
+19.32%
Peer Avg (YTD)
+15.31%
vs Peers
+4.01%

HRITX Mutual Fund Performance

HRITX performance across multiple time periods: 1-month -16.40%, YTD 19.32%, 1-year 48.63%, 3-year 28.54%.

HRITX returns outperform the peer average of 15.31% 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.