HILFX Mutual Fund

HILFX Mutual Fund

NAV$34.84
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Returns Overview

1 Month
+3.75%
3 Months
+8.12%
6 Months
+7.06%
YTD
+3.62%
1 Year
+7.92%
3 Years (annualized)
+19.90%
5 Years (annualized)
+5.37%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILFX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.62%
Peer Avg (YTD)
+10.67%
vs Peers
-7.05%

HILFX Mutual Fund Performance

HILFX performance across multiple time periods: 1-month 3.75%, YTD 3.62%, 1-year 7.92%, 3-year 19.90%, 5-year 5.37%, 10-year 12.14%.

HILFX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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