HLFNX Mutual Fund

HLFNX Mutual Fund

NAV$33.68
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Returns Overview

1 Month
+3.67%
3 Months
-3.72%
6 Months
+3.99%
YTD
-1.58%
1 Year
+1.74%
3 Years (annualized)
+25.33%
5 Years (annualized)
+3.14%
10 Years (annualized)
+10.65%

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)
-1.58%
Peer Avg (YTD)
+9.56%
vs Peers
-11.14%

HLFNX Mutual Fund Performance

HLFNX performance across multiple time periods: 1-month 3.67%, YTD -1.58%, 1-year 1.74%, 3-year 25.33%, 5-year 3.14%, 10-year 10.65%.

HLFNX returns trail the peer average of 9.56% 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.