HILAX Mutual Fund

HILAX Mutual Fund

NAV$27.81
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Returns Overview

1 Month
-0.99%
3 Months
-3.25%
6 Months
+3.71%
YTD
+11.97%
1 Year
+27.59%
3 Years (annualized)
+28.12%
5 Years (annualized)
+17.84%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+10.38%
vs Peers
+1.59%

HILAX Mutual Fund Performance

HILAX performance across multiple time periods: 1-month -0.99%, YTD 11.97%, 1-year 27.59%, 3-year 28.12%, 5-year 17.84%, 10-year 14.77%.

HILAX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

HILAX vs another fund shows side-by-side returns. HILAX alternatives are available in the Mutual Fund Screener.