HLRZX Mutual Fund

HLRZX Mutual Fund

NAV$20.45
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Returns Overview

1 Month
-3.39%
3 Months
+3.26%
6 Months
+12.21%
YTD
+8.13%
1 Year
+6.67%
3 Years (annualized)
+8.03%
5 Years (annualized)
-0.10%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLRZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+8.13%
Peer Avg (YTD)
+10.34%
vs Peers
-2.21%

HLRZX Mutual Fund Performance

HLRZX performance across multiple time periods: 1-month -3.39%, YTD 8.13%, 1-year 6.67%, 3-year 8.03%, 5-year -0.10%, 10-year 6.13%.

HLRZX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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