HLFMX Mutual Fund

HLFMX Mutual Fund

NAV$8.56
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Returns Overview

1 Month
+0.23%
3 Months
+1.21%
6 Months
+4.41%
YTD
+6.74%
1 Year
+8.87%
3 Years (annualized)
+15.48%
5 Years (annualized)
+3.40%
10 Years (annualized)
+4.55%

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)
+6.74%
Peer Avg (YTD)
+9.82%
vs Peers
-3.09%

HLFMX Mutual Fund Performance

HLFMX performance across multiple time periods: 1-month 0.23%, YTD 6.74%, 1-year 8.87%, 3-year 15.48%, 5-year 3.40%, 10-year 4.55%.

HLFMX returns trail the peer average of 9.82% 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.