HLRRX Mutual Fund

HLRRX Mutual Fund

NAV$9.20
See how much of HLRRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.80%
3 Months
-5.66%
6 Months
+2.42%
YTD
+7.59%
1 Year
+5.32%
3 Years (annualized)
+5.59%
5 Years (annualized)
+0.96%
10 Years (annualized)
+3.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLRRX 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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+7.59%
Peer Avg (YTD)
+4.73%
vs Peers
+2.85%

HLRRX Mutual Fund Performance

HLRRX performance across multiple time periods: 1-month -4.80%, YTD 7.59%, 1-year 5.32%, 3-year 5.59%, 5-year 0.96%, 10-year 3.95%.

HLRRX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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