HILAX Mutual Fund

HILAX Mutual Fund

NAV$28.29
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Returns Overview

1 Month
+6.38%
3 Months
+7.19%
6 Months
+10.09%
YTD
+16.89%
1 Year
+33.03%
3 Years (annualized)
+21.51%
5 Years (annualized)
+15.61%
10 Years (annualized)
+11.45%

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)
+16.89%
Peer Avg (YTD)
+11.12%
vs Peers
+5.77%

HILAX Mutual Fund Performance

HILAX performance across multiple time periods: 1-month 6.38%, YTD 16.89%, 1-year 33.03%, 3-year 21.51%, 5-year 15.61%, 10-year 11.45%.

HILAX returns outperform the peer average of 11.12% 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.