HRLRX Mutual Fund

HRLRX Mutual Fund

NAV$10.77
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Returns Overview

1 Month
+2.17%
3 Months
+3.19%
6 Months
+5.11%
YTD
+15.86%
1 Year
+21.80%
3 Years (annualized)
+12.73%
5 Years (annualized)
+9.04%
10 Years (annualized)
+7.19%

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)
+15.86%
Peer Avg (YTD)
+6.28%
vs Peers
+9.58%

HRLRX Mutual Fund Performance

HRLRX performance across multiple time periods: 1-month 2.17%, YTD 15.86%, 1-year 21.80%, 3-year 12.73%, 5-year 9.04%, 10-year 7.19%.

HRLRX returns outperform the peer average of 6.28% 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.