HRLCX Mutual Fund

HRLCX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
+2.89%
3 Months
+0.09%
6 Months
-0.47%
YTD
+13.26%
1 Year
+17.51%
3 Years (annualized)
+12.26%
5 Years (annualized)
+7.32%
10 Years (annualized)
+6.29%

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)
+13.26%
Peer Avg (YTD)
+5.30%
vs Peers
+7.95%

HRLCX Mutual Fund Performance

HRLCX performance across multiple time periods: 1-month 2.89%, YTD 13.26%, 1-year 17.51%, 3-year 12.26%, 5-year 7.32%, 10-year 6.29%.

HRLCX returns outperform the peer average of 5.30% 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.