HRLIX Mutual Fund

HRLIX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
+5.14%
3 Months
-0.27%
6 Months
+8.55%
YTD
+13.81%
1 Year
+23.93%
3 Years (annualized)
+11.65%
5 Years (annualized)
+9.24%
10 Years (annualized)
+7.48%

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
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📉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)
+13.81%
Peer Avg (YTD)
+5.54%
vs Peers
+8.28%

HRLIX Mutual Fund Performance

HRLIX performance across multiple time periods: 1-month 5.14%, YTD 13.81%, 1-year 23.93%, 3-year 11.65%, 5-year 9.24%, 10-year 7.48%.

HRLIX returns outperform the peer average of 5.54% 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.