HLDRX Mutual Fund

HLDRX Mutual Fund

NAV$4.86
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Returns Overview

1 Month
+1.25%
3 Months
+1.45%
6 Months
-1.33%
YTD
+2.38%
1 Year
+7.12%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.31%
10 Years (annualized)
+2.69%

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
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📉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)
+2.38%
Peer Avg (YTD)
+2.96%
vs Peers
-0.58%

HLDRX Mutual Fund Performance

HLDRX performance across multiple time periods: 1-month 1.25%, YTD 2.38%, 1-year 7.12%, 3-year 7.17%, 5-year 2.31%, 10-year 2.69%.

HLDRX returns trail the peer average of 2.96% 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.