HILVX Mutual Fund

NAV$21.41

Returns Overview

1 Month
+0.74%
3 Months
+4.27%
6 Months
+1.86%
YTD
+1.10%
1 Year
+7.29%
3 Years (annualized)
+10.03%
5 Years (annualized)
+5.45%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+9.49%
vs Peers
-8.39%

HILVX Mutual Fund Performance

HILVX performance across multiple time periods: 1-month 0.74%, YTD 1.10%, 1-year 7.29%, 3-year 10.03%, 5-year 5.45%, 10-year 10.82%.

HILVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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