HLFNX Mutual Fund

HLFNX Mutual Fund

NAV$35.13
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Returns Overview

1 Month
+5.07%
3 Months
+12.64%
6 Months
-0.27%
YTD
-1.43%
1 Year
+13.50%
3 Years (annualized)
+26.06%
5 Years (annualized)
+7.08%
10 Years (annualized)
+13.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HLFNX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
+8.61%
vs Peers
-10.03%

HLFNX Mutual Fund Performance

HLFNX performance across multiple time periods: 1-month 5.07%, YTD -1.43%, 1-year 13.50%, 3-year 26.06%, 5-year 7.08%, 10-year 13.95%.

HLFNX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.88%, investors should weigh costs against performance when evaluating this mutual fund.

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