HLPPX Mutual Fund

NAV$9.97

Returns Overview

1 Month
-1.77%
3 Months
+2.68%
6 Months
+7.67%
YTD
+10.41%
1 Year
+11.18%
3 Years (annualized)
+6.64%
5 Years (annualized)
+6.59%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLPPX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+11.24%
vs Peers
-0.83%

HLPPX Mutual Fund Performance

HLPPX performance across multiple time periods: 1-month -1.77%, YTD 10.41%, 1-year 11.18%, 3-year 6.64%, 5-year 6.59%, 10-year 8.82%.

HLPPX returns trail the peer average of 11.24% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

HLPPX performance comparison shows side-by-side returns with another fund. HLPPX alternatives are available in the Mutual Fund Screener.