HRLYX Mutual Fund

HRLYX Mutual Fund

NAV$10.75
See how much of HRLYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.27%
3 Months
+3.39%
6 Months
+5.52%
YTD
+16.41%
1 Year
+22.65%
3 Years (annualized)
+13.39%
5 Years (annualized)
+9.72%
10 Years (annualized)
+7.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLYX 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)
+16.41%
Peer Avg (YTD)
+6.28%
vs Peers
+10.12%

HRLYX Mutual Fund Performance

HRLYX performance across multiple time periods: 1-month 2.27%, YTD 16.41%, 1-year 22.65%, 3-year 13.39%, 5-year 9.72%, 10-year 7.85%.

HRLYX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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