HILDX Mutual Fund

HILDX Mutual Fund

NAV$28.09
See how much of HILDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.98%
3 Months
-3.15%
6 Months
+3.91%
YTD
+12.31%
1 Year
+21.17%
3 Years (annualized)
+23.99%
5 Years (annualized)
+14.46%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+10.38%
vs Peers
+1.92%

HILDX Mutual Fund Performance

HILDX performance across multiple time periods: 1-month -0.98%, YTD 12.31%, 1-year 21.17%, 3-year 23.99%, 5-year 14.46%, 10-year 11.87%.

HILDX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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