HILAX Mutual Fund

NAV$28.57

Returns Overview

1 Month
-1.50%
3 Months
+5.99%
6 Months
+9.88%
YTD
+8.79%
1 Year
+28.55%
3 Years (annualized)
+21.96%
5 Years (annualized)
+14.59%
10 Years (annualized)
+11.83%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+8.71%
vs Peers
+0.08%

HILAX Mutual Fund Performance

HILAX performance across multiple time periods: 1-month -1.50%, YTD 8.79%, 1-year 28.55%, 3-year 21.96%, 5-year 14.59%, 10-year 11.83%.

HILAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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