HLDTX Mutual Fund

HLDTX Mutual Fund

NAV$4.50
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Returns Overview

1 Month
-1.11%
3 Months
-2.66%
6 Months
-1.88%
YTD
-1.31%
1 Year
+1.80%
3 Years (annualized)
+7.80%
5 Years (annualized)
+2.82%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM GBI - EM Global Diversified Index(^JPMGBIEGDI)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+0.43%
vs Peers
-1.74%

HLDTX Mutual Fund Performance

HLDTX performance across multiple time periods: 1-month -1.11%, YTD -1.31%, 1-year 1.80%, 3-year 7.80%, 5-year 2.82%, 10-year 2.65%.

HLDTX returns trail the peer average of 0.43% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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