HILYX Mutual Fund

NAV$29.61

Returns Overview

1 Month
-1.48%
3 Months
+6.06%
6 Months
+9.99%
YTD
+8.94%
1 Year
+28.79%
3 Years (annualized)
+22.27%
5 Years (annualized)
+14.91%
10 Years (annualized)
+12.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HILYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+8.71%
vs Peers
+0.22%

HILYX Mutual Fund Performance

HILYX performance across multiple time periods: 1-month -1.48%, YTD 8.94%, 1-year 28.79%, 3-year 22.27%, 5-year 14.91%, 10-year 12.17%.

HILYX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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