HILUX Mutual Fund

HILUX Mutual Fund

NAV$29.33
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Returns Overview

1 Month
+6.40%
3 Months
+7.30%
6 Months
+10.27%
YTD
+17.11%
1 Year
+33.49%
3 Years (annualized)
+21.95%
5 Years (annualized)
+16.05%
10 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILUX 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)
+17.11%
Peer Avg (YTD)
+11.12%
vs Peers
+5.99%

HILUX Mutual Fund Performance

HILUX performance across multiple time periods: 1-month 6.40%, YTD 17.11%, 1-year 33.49%, 3-year 21.95%, 5-year 16.05%, 10-year 11.85%.

HILUX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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