HILIX Mutual Fund

HILIX Mutual Fund

NAV$28.50
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Returns Overview

1 Month
+6.41%
3 Months
+7.26%
6 Months
+10.23%
YTD
+17.04%
1 Year
+33.36%
3 Years (annualized)
+21.84%
5 Years (annualized)
+15.94%
10 Years (annualized)
+11.77%

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)
+17.04%
Peer Avg (YTD)
+11.12%
vs Peers
+5.92%

HILIX Mutual Fund Performance

HILIX performance across multiple time periods: 1-month 6.41%, YTD 17.04%, 1-year 33.36%, 3-year 21.84%, 5-year 15.94%, 10-year 11.77%.

HILIX returns outperform the peer average of 11.12% 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.