HILSX Mutual Fund

NAV$28.32

Returns Overview

1 Month
-1.50%
3 Months
+6.00%
6 Months
+9.85%
YTD
+8.76%
1 Year
+28.47%
3 Years (annualized)
+21.92%
5 Years (annualized)
+14.56%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+8.71%
vs Peers
+0.05%

HILSX Mutual Fund Performance

HILSX performance across multiple time periods: 1-month -1.50%, YTD 8.76%, 1-year 28.47%, 3-year 21.92%, 5-year 14.56%, 10-year 11.80%.

HILSX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

HILSX performance comparison shows side-by-side returns with another fund. HILSX alternatives are available in the Mutual Fund Screener.