HLEIX Mutual Fund

NAV$115.57

Returns Overview

1 Month
-0.97%
3 Months
+15.15%
6 Months
+10.10%
YTD
+9.87%
1 Year
+22.09%
3 Years (annualized)
+20.36%
5 Years (annualized)
+13.17%
10 Years (annualized)
+15.27%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+9.51%
vs Peers
+0.36%

HLEIX Mutual Fund Performance

HLEIX performance across multiple time periods: 1-month -0.97%, YTD 9.87%, 1-year 22.09%, 3-year 20.36%, 5-year 13.17%, 10-year 15.27%.

HLEIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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