HRLSX Mutual Fund

HRLSX Mutual Fund

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Returns Overview

1 Month
-4.68%
3 Months
+2.37%
6 Months
-0.28%
YTD
+10.67%
1 Year
+14.90%
3 Years (annualized)
+13.07%
5 Years (annualized)
+9.37%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLSX 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
PROUpgrade to run
🏦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)
+10.67%
Peer Avg (YTD)
+4.96%
vs Peers
+5.70%

HRLSX Mutual Fund Performance

HRLSX performance across multiple time periods: 1-month -4.68%, YTD 10.67%, 1-year 14.90%, 3-year 13.07%, 5-year 9.37%, 10-year 7.52%.

HRLSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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