HRRLX Mutual Fund

HRRLX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
-8.18%
3 Months
-5.23%
6 Months
-1.29%
YTD
-1.08%
1 Year
+1.87%
3 Years (annualized)
-1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRRLX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+5.34%
vs Peers
-6.42%

HRRLX Mutual Fund Performance

HRRLX performance across multiple time periods: 1-month -8.18%, YTD -1.08%, 1-year 1.87%, 3-year -1.98%.

HRRLX returns trail the peer average of 5.34% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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