HILCX Mutual Fund

HILCX Mutual Fund

NAV$27.22
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Returns Overview

1 Month
-1.04%
3 Months
-3.44%
6 Months
+3.34%
YTD
+11.32%
1 Year
+19.88%
3 Years (annualized)
+22.62%
5 Years (annualized)
+13.18%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILCX 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)
+11.32%
Peer Avg (YTD)
+10.38%
vs Peers
+0.94%

HILCX Mutual Fund Performance

HILCX performance across multiple time periods: 1-month -1.04%, YTD 11.32%, 1-year 19.88%, 3-year 22.62%, 5-year 13.18%, 10-year 9.60%.

HILCX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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