HILTX Mutual Fund

HILTX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
-1.48%
3 Months
+6.09%
6 Months
+9.99%
YTD
+8.95%
1 Year
+28.81%
3 Years (annualized)
+22.27%
5 Years (annualized)
+14.89%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILTX 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)
+8.95%
Peer Avg (YTD)
+8.71%
vs Peers
+0.24%

HILTX Mutual Fund Performance

HILTX performance across multiple time periods: 1-month -1.48%, YTD 8.95%, 1-year 28.81%, 3-year 22.27%, 5-year 14.89%, 10-year 12.14%.

HILTX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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