HLDYX Mutual Fund

HLDYX Mutual Fund

NAV$4.91
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Returns Overview

1 Month
+0.29%
3 Months
+3.54%
6 Months
+1.51%
YTD
+1.30%
1 Year
+7.53%
3 Years (annualized)
+7.31%
5 Years (annualized)
+2.69%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLDYX 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
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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)
+1.30%
Peer Avg (YTD)
+3.07%
vs Peers
-1.77%

HLDYX Mutual Fund Performance

HLDYX performance across multiple time periods: 1-month 0.29%, YTD 1.30%, 1-year 7.53%, 3-year 7.31%, 5-year 2.69%, 10-year 3.14%.

HLDYX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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