HRLYX Mutual Fund

HRLYX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
+5.15%
3 Months
-0.27%
6 Months
+8.56%
YTD
+13.83%
1 Year
+23.95%
3 Years (annualized)
+11.73%
5 Years (annualized)
+9.35%
10 Years (annualized)
+7.56%

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
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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)
+13.83%
Peer Avg (YTD)
+5.54%
vs Peers
+8.29%

HRLYX Mutual Fund Performance

HRLYX performance across multiple time periods: 1-month 5.15%, YTD 13.83%, 1-year 23.95%, 3-year 11.73%, 5-year 9.35%, 10-year 7.56%.

HRLYX returns outperform the peer average of 5.54% 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.