HRLFX Mutual Fund

HRLFX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+2.26%
3 Months
+3.39%
6 Months
+5.51%
YTD
+16.39%
1 Year
+22.62%
3 Years (annualized)
+13.42%
5 Years (annualized)
+9.73%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLFX 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)
+16.39%
Peer Avg (YTD)
+6.28%
vs Peers
+10.11%

HRLFX Mutual Fund Performance

HRLFX performance across multiple time periods: 1-month 2.26%, YTD 16.39%, 1-year 22.62%, 3-year 13.42%, 5-year 9.73%, 10-year 7.58%.

HRLFX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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