HILRX Mutual Fund

HILRX Mutual Fund

NAV$27.80
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Returns Overview

1 Month
-1.02%
3 Months
-3.35%
6 Months
+3.51%
YTD
+11.66%
1 Year
+20.34%
3 Years (annualized)
+23.11%
5 Years (annualized)
+13.65%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILRX 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)
+11.66%
Peer Avg (YTD)
+10.38%
vs Peers
+1.27%

HILRX Mutual Fund Performance

HILRX performance across multiple time periods: 1-month -1.02%, YTD 11.66%, 1-year 20.34%, 3-year 23.11%, 5-year 13.65%, 10-year 10.04%.

HILRX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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