HLDIX Mutual Fund

HLDIX Mutual Fund

NAV$4.87
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Returns Overview

1 Month
+0.22%
3 Months
+0.75%
6 Months
-0.50%
YTD
+1.49%
1 Year
+8.95%
3 Years (annualized)
+6.05%
5 Years (annualized)
+2.73%
10 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDIX 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
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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
JPM GBI - EM Global Diversified Index(^JPMGBIEGDI)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+2.32%
vs Peers
-0.84%

HLDIX Mutual Fund Performance

HLDIX performance across multiple time periods: 1-month 0.22%, YTD 1.49%, 1-year 8.95%, 3-year 6.05%, 5-year 2.73%, 10-year 2.95%.

HLDIX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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