HLDRX Mutual Fund

HLDRX Mutual Fund

NAV$4.84
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Returns Overview

1 Month
-0.82%
3 Months
-2.58%
6 Months
-2.01%
YTD
-1.50%
1 Year
+1.27%
3 Years (annualized)
+7.27%
5 Years (annualized)
+2.34%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDRX 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)
-1.50%
Peer Avg (YTD)
+0.43%
vs Peers
-1.93%

HLDRX Mutual Fund Performance

HLDRX performance across multiple time periods: 1-month -0.82%, YTD -1.50%, 1-year 1.27%, 3-year 7.27%, 5-year 2.34%, 10-year 2.22%.

HLDRX returns trail the peer average of 0.43% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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