HILTX Mutual Fund

HILTX Mutual Fund

NAV$27.34
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Returns Overview

1 Month
+0.95%
3 Months
+5.84%
6 Months
+5.33%
YTD
+18.16%
1 Year
+28.23%
3 Years (annualized)
+23.40%
5 Years (annualized)
+15.68%
10 Years (annualized)
+11.58%

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)
+18.16%
Peer Avg (YTD)
+12.12%
vs Peers
+6.04%

HILTX Mutual Fund Performance

HILTX performance across multiple time periods: 1-month 0.95%, YTD 18.16%, 1-year 28.23%, 3-year 23.40%, 5-year 15.68%, 10-year 11.58%.

HILTX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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