HILRX Mutual Fund

HILRX Mutual Fund

NAV$28.44
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Returns Overview

1 Month
+6.37%
3 Months
+7.10%
6 Months
+9.87%
YTD
+16.63%
1 Year
+32.53%
3 Years (annualized)
+21.11%
5 Years (annualized)
+15.82%
10 Years (annualized)
+11.36%

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)
+16.63%
Peer Avg (YTD)
+11.12%
vs Peers
+5.51%

HILRX Mutual Fund Performance

HILRX performance across multiple time periods: 1-month 6.37%, YTD 16.63%, 1-year 32.53%, 3-year 21.11%, 5-year 15.82%, 10-year 11.36%.

HILRX returns outperform the peer average of 11.12% 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.