HRIDX Mutual Fund

HRIDX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
-2.95%
3 Months
+1.96%
6 Months
+10.12%
YTD
+9.90%
1 Year
+14.96%
3 Years (annualized)
+17.56%
5 Years (annualized)
+8.00%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRIDX 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 All Country World Ex. US Index
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+8.67%
vs Peers
+1.23%

HRIDX Mutual Fund Performance

HRIDX performance across multiple time periods: 1-month -2.95%, YTD 9.90%, 1-year 14.96%, 3-year 17.56%, 5-year 8.00%, 10-year 8.84%.

HRIDX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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