HRLRX Mutual Fund

HRLRX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
+2.87%
3 Months
+0.18%
6 Months
-0.27%
YTD
+13.61%
1 Year
+17.96%
3 Years (annualized)
+12.77%
5 Years (annualized)
+7.85%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLRX 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)
+13.61%
Peer Avg (YTD)
+5.30%
vs Peers
+8.31%

HRLRX Mutual Fund Performance

HRLRX performance across multiple time periods: 1-month 2.87%, YTD 13.61%, 1-year 17.96%, 3-year 12.77%, 5-year 7.85%, 10-year 6.82%.

HRLRX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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