HLEZX Mutual Fund

NAV$12.89

Returns Overview

1 Month
-1.37%
3 Months
+17.35%
6 Months
+18.75%
YTD
+16.08%
1 Year
+37.33%
3 Years (annualized)
+16.37%
5 Years (annualized)
+1.76%
10 Years (annualized)
+0.52%

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
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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+23.08%
vs Peers
-6.99%

HLEZX Mutual Fund Performance

HLEZX performance across multiple time periods: 1-month -1.37%, YTD 16.08%, 1-year 37.33%, 3-year 16.37%, 5-year 1.76%, 10-year 0.52%.

HLEZX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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