HNRGX Mutual Fund

HNRGX Mutual Fund

NAV$40.18
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Returns Overview

1 Month
-7.26%
3 Months
+6.55%
6 Months
-4.38%
YTD
+22.25%
1 Year
+29.95%
3 Years (annualized)
+18.38%
5 Years (annualized)
+25.50%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNRGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Energy Index(^SP500-10TR:SP)
This Mutual Fund (YTD)
+22.25%
Peer Avg (YTD)
+19.29%
vs Peers
+2.96%

HNRGX Mutual Fund Performance

HNRGX performance across multiple time periods: 1-month -7.26%, YTD 22.25%, 1-year 29.95%, 3-year 18.38%, 5-year 25.50%, 10-year 9.60%.

HNRGX returns outperform the peer average of 19.29% YTD. With an expense ratio of 2.53%, investors should weigh costs against performance when evaluating this mutual fund.

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