HRITX Mutual Fund

HRITX Mutual Fund

NAV$18.99
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Returns Overview

1 Month
-3.59%
3 Months
-13.62%
6 Months
+11.24%
YTD
+19.67%
1 Year
+31.38%
3 Years (annualized)
+33.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRITX 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 ACWI ex USA Small Cap Index - GR(MSLUAWUG)
This Mutual Fund (YTD)
+19.67%
Peer Avg (YTD)
+10.34%
vs Peers
+9.33%

HRITX Mutual Fund Performance

HRITX performance across multiple time periods: 1-month -3.59%, YTD 19.67%, 1-year 31.38%, 3-year 33.07%.

HRITX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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