HLDFX Mutual Fund

HLDFX Mutual Fund

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Returns Overview

1 Month
+0.23%
3 Months
+0.78%
6 Months
-0.45%
YTD
+1.55%
1 Year
+9.07%
3 Years (annualized)
+6.34%
5 Years (annualized)
+2.93%
10 Years (annualized)
+3.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDFX 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
JPM GBI - EM Global Diversified Index(^JPMGBIEGDI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+2.32%
vs Peers
-0.77%

HLDFX Mutual Fund Performance

HLDFX performance across multiple time periods: 1-month 0.23%, YTD 1.55%, 1-year 9.07%, 3-year 6.34%, 5-year 2.93%, 10-year 3.04%.

HLDFX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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