HRLRX Mutual Fund

HRLRX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+5.02%
3 Months
-0.45%
6 Months
+8.31%
YTD
+13.41%
1 Year
+23.20%
3 Years (annualized)
+11.08%
5 Years (annualized)
+8.70%
10 Years (annualized)
+6.92%

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)
+13.41%
Peer Avg (YTD)
+5.54%
vs Peers
+7.87%

HRLRX Mutual Fund Performance

HRLRX performance across multiple time periods: 1-month 5.02%, YTD 13.41%, 1-year 23.20%, 3-year 11.08%, 5-year 8.70%, 10-year 6.92%.

HRLRX returns outperform the peer average of 5.54% 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.