HRLIX Mutual Fund

NAV$11.03

Returns Overview

1 Month
+4.55%
3 Months
+0.36%
6 Months
+7.30%
YTD
+13.71%
1 Year
+17.49%
3 Years (annualized)
+11.23%
5 Years (annualized)
+8.40%
10 Years (annualized)
+7.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLIX 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)
+13.71%
Peer Avg (YTD)
+5.87%
vs Peers
+7.85%

HRLIX Mutual Fund Performance

HRLIX performance across multiple time periods: 1-month 4.55%, YTD 13.71%, 1-year 17.49%, 3-year 11.23%, 5-year 8.40%, 10-year 7.10%.

HRLIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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