HRLCX Mutual Fund

HRLCX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
-4.77%
3 Months
+2.17%
6 Months
-0.67%
YTD
+10.07%
1 Year
+13.97%
3 Years (annualized)
+12.17%
5 Years (annualized)
+8.50%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLCX 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)
+10.07%
Peer Avg (YTD)
+4.96%
vs Peers
+5.11%

HRLCX Mutual Fund Performance

HRLCX performance across multiple time periods: 1-month -4.77%, YTD 10.07%, 1-year 13.97%, 3-year 12.17%, 5-year 8.50%, 10-year 6.67%.

HRLCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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