HILYX Mutual Fund

HILYX Mutual Fund

NAV$29.29
See how much of HILYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.41%
3 Months
+7.27%
6 Months
+10.25%
YTD
+17.04%
1 Year
+33.39%
3 Years (annualized)
+21.85%
5 Years (annualized)
+15.95%
10 Years (annualized)
+11.80%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+17.04%
Peer Avg (YTD)
+11.12%
vs Peers
+5.92%

HILYX Mutual Fund Performance

HILYX performance across multiple time periods: 1-month 6.41%, YTD 17.04%, 1-year 33.39%, 3-year 21.85%, 5-year 15.95%, 10-year 11.80%.

HILYX returns outperform the peer average of 11.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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