HLEZX Mutual Fund

HLEZX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-1.63%
3 Months
+2.50%
6 Months
+8.17%
YTD
+14.20%
1 Year
+33.94%
3 Years (annualized)
+14.29%
5 Years (annualized)
+2.58%
10 Years (annualized)
-0.03%

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
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📉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)
+14.20%
Peer Avg (YTD)
+17.66%
vs Peers
-3.46%

HLEZX Mutual Fund Performance

HLEZX performance across multiple time periods: 1-month -1.63%, YTD 14.20%, 1-year 33.94%, 3-year 14.29%, 5-year 2.58%, 10-year -0.03%.

HLEZX returns trail the peer average of 17.66% 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.