HLEIX Mutual Fund

HLEIX Mutual Fund

NAV$113.38
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Returns Overview

1 Month
-0.89%
3 Months
+1.43%
6 Months
+5.62%
YTD
+11.34%
1 Year
+11.88%
3 Years (annualized)
+23.16%
5 Years (annualized)
+11.82%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLEIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+10.80%
vs Peers
+0.54%

HLEIX Mutual Fund Performance

HLEIX performance across multiple time periods: 1-month -0.89%, YTD 11.34%, 1-year 11.88%, 3-year 23.16%, 5-year 11.82%, 10-year 15.21%.

HLEIX returns outperform the peer average of 10.80% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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