HNRIX Mutual Fund

NAV$38.84

Returns Overview

1 Month
-5.12%
3 Months
-10.19%
6 Months
+17.30%
YTD
+14.91%
1 Year
+28.46%
3 Years (annualized)
+17.40%
5 Years (annualized)
+19.59%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HNRIX 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
S&P 500 Energy Index(^SP500-10TR:SP)
This Mutual Fund (YTD)
+14.91%
Peer Avg (YTD)
+14.02%
vs Peers
+0.89%

HNRIX Mutual Fund Performance

HNRIX performance across multiple time periods: 1-month -5.12%, YTD 14.91%, 1-year 28.46%, 3-year 17.40%, 5-year 19.59%, 10-year 9.11%.

HNRIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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