HILCX Mutual Fund

NAV$27.91

Returns Overview

1 Month
-1.56%
3 Months
+5.83%
6 Months
+9.45%
YTD
+8.44%
1 Year
+27.65%
3 Years (annualized)
+21.08%
5 Years (annualized)
+13.75%
10 Years (annualized)
+11.02%

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
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)
+8.44%
Peer Avg (YTD)
+8.71%
vs Peers
-0.27%

HILCX Mutual Fund Performance

HILCX performance across multiple time periods: 1-month -1.56%, YTD 8.44%, 1-year 27.65%, 3-year 21.08%, 5-year 13.75%, 10-year 11.02%.

HILCX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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