HRLCX Mutual Fund

HRLCX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
+5.02%
3 Months
-0.56%
6 Months
+8.00%
YTD
+13.15%
1 Year
+22.65%
3 Years (annualized)
+10.54%
5 Years (annualized)
+8.17%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLCX 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 Infrastructure Index
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+5.54%
vs Peers
+7.61%

HRLCX Mutual Fund Performance

HRLCX performance across multiple time periods: 1-month 5.02%, YTD 13.15%, 1-year 22.65%, 3-year 10.54%, 5-year 8.17%, 10-year 6.40%.

HRLCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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