HRLIX Mutual Fund

HRLIX Mutual Fund

NAV$10.89
See how much of HRLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.88%
3 Months
+0.27%
YTD
+14.12%
1 Year
+18.63%
3 Years (annualized)
+13.35%
5 Years (annualized)
+8.39%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Infrastructure Index
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+5.30%
vs Peers
+8.82%

HRLIX Mutual Fund Performance

HRLIX performance across multiple time periods: 1-month 2.88%, YTD 14.12%, 1-year 18.63%, 3-year 13.35%, 5-year 8.39%, 10-year 7.37%.

HRLIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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