HLPPX Mutual Fund

HLPPX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
-4.85%
3 Months
-5.75%
6 Months
+2.31%
YTD
+7.30%
1 Year
+5.12%
3 Years (annualized)
+5.27%
5 Years (annualized)
+0.67%
10 Years (annualized)
+3.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+4.73%
vs Peers
+2.56%

HLPPX Mutual Fund Performance

HLPPX performance across multiple time periods: 1-month -4.85%, YTD 7.30%, 1-year 5.12%, 3-year 5.27%, 5-year 0.67%, 10-year 3.68%.

HLPPX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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