HLEZX Mutual Fund

HLEZX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
+14.63%
3 Months
+11.22%
6 Months
+20.02%
YTD
+30.91%
1 Year
+46.33%
3 Years (annualized)
+22.07%
5 Years (annualized)
+5.07%
10 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLEZX 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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+30.91%
Peer Avg (YTD)
+20.14%
vs Peers
+10.77%

HLEZX Mutual Fund Performance

HLEZX performance across multiple time periods: 1-month 14.63%, YTD 30.91%, 1-year 46.33%, 3-year 22.07%, 5-year 5.07%, 10-year 1.12%.

HLEZX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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