HLDSX Mutual Fund

NAV$4.96

Returns Overview

1 Month
+0.26%
3 Months
+3.61%
6 Months
+1.32%
YTD
+1.12%
1 Year
+7.28%
3 Years (annualized)
+6.99%
5 Years (annualized)
+2.36%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDSX 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)
+1.12%
Peer Avg (YTD)
+3.07%
vs Peers
-1.95%

HLDSX Mutual Fund Performance

HLDSX performance across multiple time periods: 1-month 0.26%, YTD 1.12%, 1-year 7.28%, 3-year 6.99%, 5-year 2.36%, 10-year 2.83%.

HLDSX returns trail the peer average of 3.07% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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