HLDSX Mutual Fund

HLDSX Mutual Fund

NAV$4.78
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Returns Overview

1 Month
-1.04%
3 Months
-2.15%
6 Months
-1.90%
YTD
-1.47%
1 Year
+1.60%
3 Years (annualized)
+7.55%
5 Years (annualized)
+2.57%
10 Years (annualized)
+2.35%

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
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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)
-1.47%
Peer Avg (YTD)
+0.43%
vs Peers
-1.90%

HLDSX Mutual Fund Performance

HLDSX performance across multiple time periods: 1-month -1.04%, YTD -1.47%, 1-year 1.60%, 3-year 7.55%, 5-year 2.57%, 10-year 2.35%.

HLDSX returns trail the peer average of 0.43% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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