HRITX Mutual Fund

NAV$20.33

Returns Overview

1 Month
-0.70%
3 Months
+28.79%
6 Months
+42.73%
YTD
+38.55%
1 Year
+81.29%
3 Years (annualized)
+39.10%

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
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)
+38.55%
Peer Avg (YTD)
+18.52%
vs Peers
+20.02%

HRITX Mutual Fund Performance

HRITX performance across multiple time periods: 1-month -0.70%, YTD 38.55%, 1-year 81.29%, 3-year 39.10%.

HRITX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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