HLFMX Mutual Fund

HLFMX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+2.16%
3 Months
+3.16%
6 Months
-2.57%
YTD
+5.46%
1 Year
+12.00%
3 Years (annualized)
+10.70%
5 Years (annualized)
+5.06%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLFMX 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 Frontier Emerging Markets (Net) Index
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+17.66%
vs Peers
-12.19%

HLFMX Mutual Fund Performance

HLFMX performance across multiple time periods: 1-month 2.16%, YTD 5.46%, 1-year 12.00%, 3-year 10.70%, 5-year 5.06%, 10-year 4.27%.

HLFMX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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