HILIX Mutual Fund

HILIX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
-3.19%
3 Months
+4.00%
6 Months
+10.32%
YTD
+14.39%
1 Year
+21.61%
3 Years (annualized)
+22.88%
5 Years (annualized)
+14.87%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILIX 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)
+14.39%
Peer Avg (YTD)
+9.89%
vs Peers
+4.49%

HILIX Mutual Fund Performance

HILIX performance across multiple time periods: 1-month -3.19%, YTD 14.39%, 1-year 21.61%, 3-year 22.88%, 5-year 14.87%, 10-year 10.95%.

HILIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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