HRLSX Mutual Fund

NAV$11.09

Returns Overview

1 Month
+5.22%
3 Months
+0.54%
6 Months
+8.83%
YTD
+13.74%
1 Year
+17.17%
3 Years (annualized)
+10.95%
5 Years (annualized)
+8.16%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HRLSX 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 Infrastructure Index
This Mutual Fund (YTD)
+13.74%
Peer Avg (YTD)
+5.87%
vs Peers
+7.88%

HRLSX Mutual Fund Performance

HRLSX performance across multiple time periods: 1-month 5.22%, YTD 13.74%, 1-year 17.17%, 3-year 10.95%, 5-year 8.16%, 10-year 6.87%.

HRLSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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