HLDIX Mutual Fund

NAV$4.96

Returns Overview

1 Month
+0.08%
3 Months
+3.50%
6 Months
+1.46%
YTD
+1.26%
1 Year
+7.40%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.57%
10 Years (annualized)
+3.06%

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
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)
+1.26%
Peer Avg (YTD)
+3.07%
vs Peers
-1.81%

HLDIX Mutual Fund Performance

HLDIX performance across multiple time periods: 1-month 0.08%, YTD 1.26%, 1-year 7.40%, 3-year 7.17%, 5-year 2.57%, 10-year 3.06%.

HLDIX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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