HLRZX Mutual Fund

NAV$19.35

Returns Overview

1 Month
+0.31%
3 Months
+2.65%
6 Months
-0.15%
YTD
+4.93%
1 Year
+1.84%
3 Years (annualized)
+5.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLRZX 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 ACWI ex USA Small Cap Index (Net)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+18.52%
vs Peers
-13.59%

HLRZX Mutual Fund Performance

HLRZX performance across multiple time periods: 1-month 0.31%, YTD 4.93%, 1-year 1.84%, 3-year 5.67%.

HLRZX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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