HILSX Mutual Fund

HILSX Mutual Fund

NAV$27.78
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Returns Overview

1 Month
-0.99%
3 Months
-3.25%
6 Months
+3.72%
YTD
+11.95%
1 Year
+20.72%
3 Years (annualized)
+23.50%
5 Years (annualized)
+14.00%
10 Years (annualized)
+10.38%

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
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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)
+11.95%
Peer Avg (YTD)
+10.38%
vs Peers
+1.56%

HILSX Mutual Fund Performance

HILSX performance across multiple time periods: 1-month -0.99%, YTD 11.95%, 1-year 20.72%, 3-year 23.50%, 5-year 14.00%, 10-year 10.38%.

HILSX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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