HLPPX ETF

$9.35

Returns Overview

1 Month
+3.45%
3 Months
+1.20%
6 Months
+1.91%
YTD
+2.88%
1 Year
-4.29%
3 Years
+1.06%
5 Years
+9.14%
10 Years
+8.81%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would HLPPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This ETF (YTD)
+2.88%
Peer Avg (YTD)
+2.68%
vs Peers
+0.20%

HLPPX ETF Performance

HLPPX performance across multiple time periods: 1-month 3.45%, YTD 2.88%, 1-year -4.29%, 3-year 1.06%, 5-year 9.14%, 10-year 8.81%.

HLPPX returns outperform the peer average of 2.68% YTD. With an expense ratio of 3.03%, investors should weigh costs against performance when evaluating this ETF.

HLPPX performance comparison shows side-by-side returns with another fund. HLPPX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.45%N/A
3 Months+1.20%N/A
6 Months+1.91%N/A
1 Year-4.29%N/A
3 Years+1.06%N/A
5 Years+9.14%N/A

All returns shown are total returns, not annualized