HLCTX Mutual Fund

HLCTX Mutual Fund

NAV$9.93
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Returns Overview

1 Month
-13.07%
3 Months
-12.31%
6 Months
-16.11%
YTD
-9.78%
1 Year
-9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLCTX 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
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📉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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-9.78%
Peer Avg (YTD)
+2.17%
vs Peers
-11.96%

HLCTX Mutual Fund Performance

HLCTX performance across multiple time periods: 1-month -13.07%, YTD -9.78%, 1-year -9.03%.

HLCTX returns trail the peer average of 2.17% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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