HLDCX Mutual Fund

NAV$5.05

Returns Overview

1 Month
-0.02%
3 Months
+3.35%
6 Months
+0.90%
YTD
+0.70%
1 Year
+6.51%
3 Years (annualized)
+6.19%
5 Years (annualized)
+1.64%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDCX 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
JPM GBI - EM Global Diversified Index(^JPMGBIEGDI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+3.07%
vs Peers
-2.37%

HLDCX Mutual Fund Performance

HLDCX performance across multiple time periods: 1-month -0.02%, YTD 0.70%, 1-year 6.51%, 3-year 6.19%, 5-year 1.64%, 10-year 2.06%.

HLDCX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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