HRLAX Mutual Fund

HRLAX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-4.71%
3 Months
+2.39%
6 Months
-0.28%
YTD
+10.62%
1 Year
+14.82%
3 Years (annualized)
+13.01%
5 Years (annualized)
+9.33%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLAX 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 Infrastructure Index
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+4.96%
vs Peers
+5.65%

HRLAX Mutual Fund Performance

HRLAX performance across multiple time periods: 1-month -4.71%, YTD 10.62%, 1-year 14.82%, 3-year 13.01%, 5-year 9.33%, 10-year 7.47%.

HRLAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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