HLEIX Mutual Fund

HLEIX Mutual Fund

NAV$113.94
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Returns Overview

1 Month
-0.09%
3 Months
+4.13%
6 Months
+8.45%
YTD
+9.77%
1 Year
+19.31%
3 Years (annualized)
+19.09%
5 Years (annualized)
+12.63%
10 Years (annualized)
+14.85%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+9.41%
vs Peers
+0.36%

HLEIX Mutual Fund Performance

HLEIX performance across multiple time periods: 1-month -0.09%, YTD 9.77%, 1-year 19.31%, 3-year 19.09%, 5-year 12.63%, 10-year 14.85%.

HLEIX returns outperform the peer average of 9.41% 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.