HRLAX Mutual Fund

NAV$11.00

Returns Overview

1 Month
+4.46%
3 Months
+0.18%
6 Months
+7.11%
YTD
+13.40%
1 Year
+17.10%
3 Years (annualized)
+10.93%
5 Years (annualized)
+8.11%
10 Years (annualized)
+6.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLAX 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
PROUpgrade to run

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 Infrastructure Index
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+5.87%
vs Peers
+7.54%

HRLAX Mutual Fund Performance

HRLAX performance across multiple time periods: 1-month 4.46%, YTD 13.40%, 1-year 17.10%, 3-year 10.93%, 5-year 8.11%, 10-year 6.82%.

HRLAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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