HRLTX Mutual Fund

HRLTX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
-4.74%
3 Months
+2.40%
6 Months
-0.19%
YTD
+10.82%
1 Year
+15.05%
3 Years (annualized)
+13.38%
5 Years (annualized)
+9.66%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLTX 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)
+10.82%
Peer Avg (YTD)
+4.96%
vs Peers
+5.86%

HRLTX Mutual Fund Performance

HRLTX performance across multiple time periods: 1-month -4.74%, YTD 10.82%, 1-year 15.05%, 3-year 13.38%, 5-year 9.66%, 10-year 7.80%.

HRLTX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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