HRLIX Mutual Fund

HRLIX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-4.61%
3 Months
+2.48%
6 Months
-0.09%
YTD
+10.93%
1 Year
+15.18%
3 Years (annualized)
+13.27%
5 Years (annualized)
+9.59%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLIX 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)
+10.93%
Peer Avg (YTD)
+4.96%
vs Peers
+5.96%

HRLIX Mutual Fund Performance

HRLIX performance across multiple time periods: 1-month -4.61%, YTD 10.93%, 1-year 15.18%, 3-year 13.27%, 5-year 9.59%, 10-year 7.76%.

HRLIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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